DOXIX vs. VBTLX
Compare and contrast key facts about Dodge & Cox Income Fund Class X (DOXIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
DOXIX is an actively managed fund by Dodge & Cox. It was launched on May 2, 2022. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
DOXIX vs. VBTLX - Performance Comparison
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DOXIX vs. VBTLX - 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% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | -0.28% | 7.17% | 1.26% | 5.74% | -3.56% |
Returns By Period
In the year-to-date period, DOXIX achieves a 0.06% return, which is significantly higher than VBTLX's -0.28% return.
DOXIX
- 1D
- 0.24%
- 1M
- -1.55%
- YTD
- 0.06%
- 6M
- 1.05%
- 1Y
- 5.00%
- 3Y*
- 5.06%
- 5Y*
- —
- 10Y*
- —
VBTLX
- 1D
- 0.21%
- 1M
- -1.63%
- YTD
- -0.28%
- 6M
- 0.40%
- 1Y
- 3.66%
- 3Y*
- 3.51%
- 5Y*
- 0.19%
- 10Y*
- 1.62%
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DOXIX vs. VBTLX - Expense Ratio Comparison
DOXIX has a 0.33% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Return for Risk
DOXIX vs. VBTLX — Risk / Return Rank
DOXIX
VBTLX
DOXIX vs. VBTLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund Class X (DOXIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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 | VBTLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.92 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.33 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.66 | +0.25 |
Martin ratioReturn relative to average drawdown | 5.67 | 4.70 | +0.97 |
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
| DOXIX | VBTLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.92 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.03 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.76 | -0.07 |
Correlation
The correlation between DOXIX and VBTLX is 0.95, 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
DOXIX vs. VBTLX - Dividend Comparison
DOXIX's dividend yield for the trailing twelve months is around 4.35%, more than VBTLX's 3.61% 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% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.61% | 3.87% | 3.69% | 3.10% | 2.59% | 1.96% | 2.39% | 2.74% | 2.57% | 2.56% | 2.53% | 2.82% |
Drawdowns
DOXIX vs. VBTLX - Drawdown Comparison
The maximum DOXIX drawdown since its inception was -8.83%, smaller than the maximum VBTLX drawdown of -18.81%. Use the drawdown chart below to compare losses from any high point for DOXIX and VBTLX.
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Drawdown Indicators
| DOXIX | VBTLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.83% | -18.81% | +9.98% |
Max Drawdown (1Y)Largest decline over 1 year | -2.92% | -2.73% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -18.81% | — |
Current DrawdownCurrent decline from peak | -2.07% | -2.86% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -1.87% | -2.67% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.97% | +0.02% |
Volatility
DOXIX vs. VBTLX - Volatility Comparison
Dodge & Cox Income Fund Class X (DOXIX) has a higher volatility of 1.77% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.55%. This indicates that DOXIX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXIX | VBTLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 1.55% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 2.59% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.56% | 4.36% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.92% | 5.98% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.92% | 4.97% | +0.95% |