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:
0.58
DODBX:
0.60
FPACX:
0.76
DODBX:
0.76
FPACX:
1.12
DODBX:
1.13
FPACX:
0.73
DODBX:
0.60
FPACX:
4.15
DODBX:
3.83
FPACX:
1.48%
DODBX:
1.38%
FPACX:
10.64%
DODBX:
8.83%
FPACX:
-35.01%
DODBX:
-53.83%
FPACX:
-7.96%
DODBX:
-8.08%
Returns By Period
In the year-to-date period, FPACX achieves a 5.21% return, which is significantly higher than DODBX's 4.16% return. Over the past 10 years, FPACX has underperformed DODBX with an annualized return of 2.53%, while DODBX has yielded a comparatively higher 5.24% annualized return.
FPACX
5.21%
-6.09%
-2.79%
5.34%
4.04%
2.53%
DODBX
4.16%
-6.68%
-0.45%
4.67%
7.26%
5.24%
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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 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 1.37%, less than DODBX's 3.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPACX FPA Crescent Fund | 1.37% | 0.12% | 0.05% | 0.78% | 0.30% | 2.36% | 0.71% | 0.98% | 0.89% | 1.00% | 0.92% | 0.64% |
DODBX Dodge & Cox Balanced Fund | 3.81% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% | 1.68% |
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) has a higher volatility of 6.62% compared to Dodge & Cox Balanced Fund (DODBX) at 6.08%. 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.