DOXLX vs. DODGX
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DOXLX) and Dodge & Cox Stock Fund Class I (DODGX).
DOXLX is an actively managed fund by Dodge & Cox. It was launched on May 1, 2014. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
DOXLX vs. DODGX - Performance Comparison
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DOXLX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXLX Dodge & Cox Global Bond Fund | -0.19% | 11.60% | 0.63% | 12.48% | 0.43% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -2.54% |
Returns By Period
In the year-to-date period, DOXLX achieves a -0.19% return, which is significantly higher than DODGX's -1.65% return.
DOXLX
- 1D
- 0.45%
- 1M
- -2.27%
- YTD
- -0.19%
- 6M
- 0.61%
- 1Y
- 6.91%
- 3Y*
- 6.77%
- 5Y*
- —
- 10Y*
- —
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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DOXLX vs. DODGX - Expense Ratio Comparison
DOXLX has a 0.37% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Return for Risk
DOXLX vs. DODGX — Risk / Return Rank
DOXLX
DODGX
DOXLX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DOXLX) and Dodge & Cox Stock Fund Class I (DODGX). 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.
| DOXLX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.49 | +1.15 |
Sortino ratioReturn per unit of downside risk | 2.35 | 0.78 | +1.57 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.11 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 0.60 | +1.46 |
Martin ratioReturn relative to average drawdown | 8.08 | 2.50 | +5.58 |
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
| DOXLX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.49 | +1.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.62 | +0.52 |
Correlation
The correlation between DOXLX and DODGX is 0.36, 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
DOXLX vs. DODGX - Dividend Comparison
DOXLX's dividend yield for the trailing twelve months is around 4.17%, less than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXLX Dodge & Cox Global Bond Fund | 4.17% | 4.14% | 4.81% | 3.36% | 4.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
DOXLX vs. DODGX - Drawdown Comparison
The maximum DOXLX drawdown since its inception was -8.14%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for DOXLX and DODGX.
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Drawdown Indicators
| DOXLX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.14% | -63.24% | +55.10% |
Max Drawdown (1Y)Largest decline over 1 year | -3.65% | -12.23% | +8.58% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.41% | — |
Current DrawdownCurrent decline from peak | -2.86% | -5.31% | +2.45% |
Average DrawdownAverage peak-to-trough decline | -1.62% | -7.53% | +5.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 2.94% | -2.01% |
Volatility
DOXLX vs. DODGX - Volatility Comparison
The current volatility for Dodge & Cox Global Bond Fund (DOXLX) is 2.02%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 4.23%. This indicates that DOXLX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXLX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 4.23% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.81% | 8.72% | -5.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.54% | 16.33% | -11.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.49% | 16.05% | -10.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.49% | 19.25% | -13.76% |