FUNFX vs. DODGX
Compare and contrast key facts about American Funds Fundamental Investors® Class F-3 (FUNFX) and Dodge & Cox Stock Fund Class I (DODGX).
FUNFX is managed by American Funds. It was launched on Aug 1, 2008. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUNFX or DODGX.
Correlation
The correlation between FUNFX and DODGX 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
FUNFX vs. DODGX - Performance Comparison
Key characteristics
FUNFX:
0.10
DODGX:
-0.01
FUNFX:
0.27
DODGX:
0.10
FUNFX:
1.04
DODGX:
1.02
FUNFX:
0.10
DODGX:
-0.01
FUNFX:
0.31
DODGX:
-0.05
FUNFX:
7.02%
DODGX:
5.58%
FUNFX:
21.78%
DODGX:
17.84%
FUNFX:
-33.92%
DODGX:
-67.34%
FUNFX:
-13.56%
DODGX:
-12.82%
Returns By Period
In the year-to-date period, FUNFX achieves a -3.06% return, which is significantly lower than DODGX's -2.64% return.
FUNFX
-3.06%
-2.35%
-8.85%
2.76%
9.75%
N/A
DODGX
-2.64%
-6.03%
-8.92%
0.83%
12.87%
4.82%
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FUNFX vs. DODGX - Expense Ratio Comparison
FUNFX has a 0.28% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
FUNFX vs. DODGX — Risk-Adjusted Performance Rank
FUNFX
DODGX
FUNFX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Fundamental Investors® Class F-3 (FUNFX) and Dodge & Cox Stock Fund Class I (DODGX). 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
FUNFX vs. DODGX - Dividend Comparison
FUNFX's dividend yield for the trailing twelve months is around 1.50%, less than DODGX's 1.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUNFX American Funds Fundamental Investors® Class F-3 | 1.50% | 1.45% | 1.47% | 1.94% | 1.56% | 1.77% | 1.81% | 2.23% | 1.76% | 0.00% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.56% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
FUNFX vs. DODGX - Drawdown Comparison
The maximum FUNFX drawdown since its inception was -33.92%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for FUNFX and DODGX. For additional features, visit the drawdowns tool.
Volatility
FUNFX vs. DODGX - Volatility Comparison
American Funds Fundamental Investors® Class F-3 (FUNFX) has a higher volatility of 13.52% compared to Dodge & Cox Stock Fund Class I (DODGX) at 12.24%. This indicates that FUNFX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.