DOXIX vs. DODWX
Compare and contrast key facts about Dodge & Cox Income Fund Class X (DOXIX) and Dodge & Cox Global Stock Fund Class I (DODWX).
DOXIX is an actively managed fund by Dodge & Cox. It was launched on May 2, 2022. DODWX is a passively managed fund by Dodge & Cox that tracks the performance of the MSCI All Country World Index. It was launched on May 1, 2008.
Performance
DOXIX vs. DODWX - Performance Comparison
Loading graphics...
DOXIX vs. DODWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXIX Dodge & Cox Income Fund Class X | 0.06% | 8.39% | 2.33% | 7.75% | -2.35% |
DODWX Dodge & Cox Global Stock Fund Class I | -1.01% | 25.23% | 4.74% | 20.26% | -3.35% |
Returns By Period
In the year-to-date period, DOXIX achieves a 0.06% return, which is significantly higher than DODWX's -1.01% return.
DOXIX
- 1D
- 0.24%
- 1M
- -1.55%
- YTD
- 0.06%
- 6M
- 1.05%
- 1Y
- 5.00%
- 3Y*
- 5.06%
- 5Y*
- —
- 10Y*
- —
DODWX
- 1D
- 2.35%
- 1M
- -6.23%
- YTD
- -1.01%
- 6M
- 2.20%
- 1Y
- 16.57%
- 3Y*
- 14.12%
- 5Y*
- 9.50%
- 10Y*
- 11.37%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DOXIX vs. DODWX - Expense Ratio Comparison
DOXIX has a 0.33% expense ratio, which is lower than DODWX's 0.62% expense ratio.
Return for Risk
DOXIX vs. DODWX — Risk / Return Rank
DOXIX
DODWX
DOXIX vs. DODWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund Class X (DOXIX) and Dodge & Cox Global Stock Fund Class I (DODWX). 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.
| DOXIX | DODWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.12 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.56 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.40 | +0.51 |
Martin ratioReturn relative to average drawdown | 5.67 | 5.97 | -0.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DOXIX | DODWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.12 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.33 | +0.36 |
Correlation
The correlation between DOXIX and DODWX is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DOXIX vs. DODWX - Dividend Comparison
DOXIX's dividend yield for the trailing twelve months is around 4.35%, less than DODWX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXIX Dodge & Cox Income Fund Class X | 4.35% | 4.30% | 4.32% | 3.92% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODWX Dodge & Cox Global Stock Fund Class I | 8.50% | 8.41% | 14.35% | 1.62% | 7.73% | 10.76% | 1.31% | 7.41% | 9.78% | 4.37% | 2.86% | 3.95% |
Drawdowns
DOXIX vs. DODWX - Drawdown Comparison
The maximum DOXIX drawdown since its inception was -8.83%, smaller than the maximum DODWX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for DOXIX and DODWX.
Loading graphics...
Drawdown Indicators
| DOXIX | DODWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.83% | -63.00% | +54.17% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -11.75% | +8.83% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.78% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.17% | — |
Current DrawdownCurrent decline from peak | -2.07% | -6.85% | +4.78% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -9.93% | +8.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 2.76% | -1.77% |
Volatility
DOXIX vs. DODWX - Volatility Comparison
The current volatility for Dodge & Cox Income Fund Class X (DOXIX) is 1.77%, while Dodge & Cox Global Stock Fund Class I (DODWX) has a volatility of 5.37%. This indicates that DOXIX experiences smaller price fluctuations and is considered to be less risky than DODWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DOXIX | DODWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 5.37% | -3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 8.91% | -6.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.56% | 15.08% | -10.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 18.24% | -12.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.92% | 19.63% | -13.71% |