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:
0.99
DODBX:
0.61
FPACX:
1.29
DODBX:
0.78
FPACX:
1.19
DODBX:
1.13
FPACX:
1.17
DODBX:
0.47
FPACX:
4.85
DODBX:
2.30
FPACX:
2.02%
DODBX:
2.39%
FPACX:
9.88%
DODBX:
8.99%
FPACX:
-35.01%
DODBX:
-53.83%
FPACX:
-5.26%
DODBX:
-6.49%
Returns By Period
In the year-to-date period, FPACX achieves a 1.00% return, which is significantly lower than DODBX's 1.66% return. Over the past 10 years, FPACX has outperformed DODBX with an annualized return of 3.02%, while DODBX has yielded a comparatively lower 2.52% annualized return.
FPACX
1.00%
-4.59%
-0.06%
10.73%
4.28%
3.02%
DODBX
1.66%
-3.69%
-0.70%
6.11%
2.28%
2.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 3.09%, more than DODBX's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPACX FPA Crescent Fund | 3.09% | 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 | 2.69% | 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
The current volatility for FPA Crescent Fund (FPACX) is 5.34%, while Dodge & Cox Balanced Fund (DODBX) has a volatility of 6.38%. This indicates that FPACX experiences smaller price fluctuations and is considered to be less risky than DODBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.