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
Key characteristics
FPACX:
0.97
DODBX:
0.91
FPACX:
1.26
DODBX:
1.12
FPACX:
1.19
DODBX:
1.20
FPACX:
1.39
DODBX:
0.70
FPACX:
4.22
DODBX:
3.06
FPACX:
2.25%
DODBX:
2.69%
FPACX:
9.74%
DODBX:
8.97%
FPACX:
-35.01%
DODBX:
-53.83%
FPACX:
-2.30%
DODBX:
-3.43%
Returns By Period
In the year-to-date period, FPACX achieves a 4.15% return, which is significantly lower than DODBX's 4.99% return. Over the past 10 years, FPACX has outperformed DODBX with an annualized return of 3.09%, while DODBX has yielded a comparatively lower 2.58% annualized return.
FPACX
4.15%
4.41%
3.80%
10.25%
4.78%
3.09%
DODBX
4.99%
4.71%
1.41%
8.95%
2.96%
2.58%
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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.
Dividends
FPACX vs. DODBX - Dividend Comparison
FPACX's dividend yield for the trailing twelve months is around 2.99%, more than DODBX's 2.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPACX FPA Crescent Fund | 2.99% | 3.12% | 0.12% | 0.05% | 0.78% | 0.30% | 2.36% | 0.71% | 0.98% | 0.89% | 1.00% | 0.92% |
DODBX Dodge & Cox Balanced Fund | 2.60% | 2.73% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% |
Drawdowns
FPACX vs. DODBX - Drawdown Comparison
The maximum FPACX drawdown since its inception was -35.01%, 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.
Volatility
FPACX vs. DODBX - Volatility Comparison
FPA Crescent Fund (FPACX) and Dodge & Cox Balanced Fund (DODBX) have volatilities of 2.00% and 2.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.