FTRBX vs. DODIX
Compare and contrast key facts about Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Dodge & Cox Income Fund (DODIX).
FTRBX is managed by Federated. It was launched on Oct 1, 1996. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRBX or DODIX.
Correlation
The correlation between FTRBX and DODIX is 0.85, 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
FTRBX vs. DODIX - Performance Comparison
Key characteristics
FTRBX:
0.92
DODIX:
0.94
FTRBX:
1.37
DODIX:
1.39
FTRBX:
1.16
DODIX:
1.16
FTRBX:
0.36
DODIX:
0.49
FTRBX:
2.31
DODIX:
2.34
FTRBX:
2.03%
DODIX:
2.20%
FTRBX:
5.08%
DODIX:
5.49%
FTRBX:
-18.05%
DODIX:
-18.50%
FTRBX:
-7.54%
DODIX:
-4.60%
Returns By Period
In the year-to-date period, FTRBX achieves a 0.70% return, which is significantly lower than DODIX's 1.13% return. Over the past 10 years, FTRBX has underperformed DODIX with an annualized return of 1.74%, while DODIX has yielded a comparatively higher 2.00% annualized return.
FTRBX
0.70%
0.70%
-0.60%
5.15%
-0.23%
1.74%
DODIX
1.13%
0.89%
-0.94%
5.33%
0.34%
2.00%
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FTRBX vs. DODIX - Expense Ratio Comparison
FTRBX has a 0.39% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
FTRBX vs. DODIX — Risk-Adjusted Performance Rank
FTRBX
DODIX
FTRBX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Dodge & Cox Income Fund (DODIX). 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
FTRBX vs. DODIX - Dividend Comparison
FTRBX's dividend yield for the trailing twelve months is around 4.50%, more than DODIX's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRBX Federated Hermes Total Return Bond Fund Institutional Shares | 4.50% | 4.47% | 3.84% | 3.24% | 2.87% | 2.78% | 3.39% | 3.49% | 3.21% | 3.47% | 3.52% | 3.75% |
DODIX Dodge & Cox Income Fund | 4.19% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
FTRBX vs. DODIX - Drawdown Comparison
The maximum FTRBX drawdown since its inception was -18.05%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for FTRBX and DODIX. For additional features, visit the drawdowns tool.
Volatility
FTRBX vs. DODIX - Volatility Comparison
The current volatility for Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) is 1.26%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.47%. This indicates that FTRBX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.