DOXGX vs. VTTHX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and Vanguard Target Retirement 2035 Fund (VTTHX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Performance
DOXGX vs. VTTHX - Performance Comparison
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DOXGX vs. VTTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
VTTHX Vanguard Target Retirement 2035 Fund | -3.07% | 17.55% | 11.56% | 17.37% | -5.77% |
Returns By Period
In the year-to-date period, DOXGX achieves a -3.64% return, which is significantly lower than VTTHX's -3.07% return.
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
VTTHX
- 1D
- -0.11%
- 1M
- -6.88%
- YTD
- -3.07%
- 6M
- -0.64%
- 1Y
- 13.90%
- 3Y*
- 12.09%
- 5Y*
- 6.37%
- 10Y*
- 8.73%
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DOXGX vs. VTTHX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is higher than VTTHX's 0.08% expense ratio.
Return for Risk
DOXGX vs. VTTHX — Risk / Return Rank
DOXGX
VTTHX
DOXGX vs. VTTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and Vanguard Target Retirement 2035 Fund (VTTHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| DOXGX | VTTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.25 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.80 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.26 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.60 | -1.20 |
Martin ratioReturn relative to average drawdown | 1.66 | 7.13 | -5.47 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DOXGX | VTTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.25 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.57 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.50 | +0.12 |
Correlation
The correlation between DOXGX and VTTHX is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DOXGX vs. VTTHX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 10.20%, more than VTTHX's 3.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 10.20% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTTHX Vanguard Target Retirement 2035 Fund | 3.05% | 2.96% | 3.12% | 2.47% | 2.71% | 19.52% | 2.50% | 2.33% | 2.69% | 0.16% | 2.77% | 4.67% |
Drawdowns
DOXGX vs. VTTHX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for DOXGX and VTTHX.
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Drawdown Indicators
| DOXGX | VTTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -51.76% | +35.29% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -8.03% | -4.20% |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.15% | — |
Current DrawdownCurrent decline from peak | -7.28% | -7.17% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -6.13% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 1.80% | +1.12% |
Volatility
DOXGX vs. VTTHX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund (DOXGX) is 3.51%, while Vanguard Target Retirement 2035 Fund (VTTHX) has a volatility of 3.81%. This indicates that DOXGX experiences smaller price fluctuations and is considered to be less risky than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | VTTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 3.81% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 6.60% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 11.21% | +5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 11.30% | +4.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 12.43% | +3.46% |