FPACX vs. DODBX
Compare and contrast key facts about FPA Crescent Fund (FPACX) and Dodge & Cox Balanced Fund (DODBX).
FPACX is managed by FPA. It was launched on Jun 1, 1993. DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPACX or DODBX.
Correlation
The correlation between FPACX and DODBX is 0.80, 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.
Performance
FPACX vs. DODBX - Performance Comparison
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Key characteristics
FPACX:
0.93
DODBX:
0.34
FPACX:
1.40
DODBX:
0.50
FPACX:
1.20
DODBX:
1.09
FPACX:
1.01
DODBX:
0.34
FPACX:
4.13
DODBX:
1.03
FPACX:
2.68%
DODBX:
3.79%
FPACX:
11.60%
DODBX:
11.28%
FPACX:
-31.59%
DODBX:
-53.83%
FPACX:
-0.74%
DODBX:
-4.25%
Returns By Period
The year-to-date returns for both investments are quite close, with FPACX having a 3.96% return and DODBX slightly higher at 4.10%. Over the past 10 years, FPACX has outperformed DODBX with an annualized return of 7.93%, while DODBX has yielded a comparatively lower 2.42% annualized return.
FPACX
3.96%
7.54%
3.11%
10.70%
14.82%
7.93%
DODBX
4.10%
4.99%
-3.30%
3.77%
7.07%
2.42%
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FPACX vs. DODBX - Expense Ratio Comparison
FPACX has a 1.00% expense ratio, which is higher than DODBX's 0.52% expense ratio.
Risk-Adjusted Performance
FPACX vs. DODBX — Risk-Adjusted Performance Rank
FPACX
DODBX
FPACX vs. DODBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FPA Crescent Fund (FPACX) and Dodge & Cox Balanced Fund (DODBX). 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.
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Dividends
FPACX vs. DODBX - Dividend Comparison
FPACX's dividend yield for the trailing twelve months is around 8.96%, more than DODBX's 2.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPACX FPA Crescent Fund | 8.96% | 9.31% | 3.72% | 0.77% | 11.62% | 4.80% | 4.65% | 8.87% | 3.70% | 4.98% | 6.34% | 4.18% |
DODBX Dodge & Cox Balanced Fund | 2.63% | 3.81% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 8.49% | 6.09% | 5.44% | 4.73% |
Drawdowns
FPACX vs. DODBX - Drawdown Comparison
The maximum FPACX drawdown since its inception was -31.59%, smaller than the maximum DODBX drawdown of -53.83%. Use the drawdown chart below to compare losses from any high point for FPACX and DODBX. For additional features, visit the drawdowns tool.
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Volatility
FPACX vs. DODBX - Volatility Comparison
FPA Crescent Fund (FPACX) has a higher volatility of 3.02% compared to Dodge & Cox Balanced Fund (DODBX) at 2.62%. This indicates that FPACX's price experiences larger fluctuations and is considered to be riskier than DODBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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