FUNFX vs. DODGX

In the year-to-date period, FUNFX achieves a 4.88% return, which is significantly higher than DODGX's 3.59% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FUNFX has a 0.28% expense ratio, which is lower than DODGX's 0.51% expense ratio.

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.

The current FUNFX Sharpe Ratio is 0.25, which is comparable to the DODGX Sharpe Ratio of 0.21. The chart below compares the historical Sharpe Ratios of FUNFX and DODGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FUNFX's dividend yield for the trailing twelve months is around 1.39%, less than DODGX's 1.46% yield.

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.

American Funds Fundamental Investors® Class F-3 (FUNFX) and Dodge & Cox Stock Fund Class I (DODGX) have volatilities of 4.19% and 4.37%, 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.