GSFTX vs. DODGX
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and Dodge & Cox Stock Fund Class I (DODGX).
GSFTX is managed by Columbia Threadneedle. It was launched on Mar 4, 1998. 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: GSFTX or DODGX.
Correlation
The correlation between GSFTX and DODGX is 0.90, 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
GSFTX vs. DODGX - Performance Comparison
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Key characteristics
GSFTX:
0.32
DODGX:
0.15
GSFTX:
0.55
DODGX:
0.34
GSFTX:
1.08
DODGX:
1.05
GSFTX:
0.32
DODGX:
0.15
GSFTX:
0.98
DODGX:
0.48
GSFTX:
5.05%
DODGX:
6.07%
GSFTX:
15.10%
DODGX:
18.01%
GSFTX:
-48.23%
DODGX:
-67.34%
GSFTX:
-6.75%
DODGX:
-8.83%
Returns By Period
In the year-to-date period, GSFTX achieves a 1.95% return, which is significantly higher than DODGX's 1.81% return. Over the past 10 years, GSFTX has outperformed DODGX with an annualized return of 7.80%, while DODGX has yielded a comparatively lower 5.25% annualized return.
GSFTX
1.95%
3.97%
-5.12%
4.75%
12.02%
7.80%
DODGX
1.81%
5.78%
-7.90%
2.61%
14.22%
5.25%
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GSFTX vs. DODGX - Expense Ratio Comparison
GSFTX has a 0.66% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
GSFTX vs. DODGX — Risk-Adjusted Performance Rank
GSFTX
DODGX
GSFTX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) 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.
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Dividends
GSFTX vs. DODGX - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 1.79%, less than DODGX's 6.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.79% | 1.82% | 1.95% | 1.93% | 1.46% | 1.74% | 1.82% | 2.22% | 1.78% | 1.94% | 2.92% | 2.26% |
DODGX Dodge & Cox Stock Fund Class I | 6.10% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% | 3.17% |
Drawdowns
GSFTX vs. DODGX - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -48.23%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for GSFTX and DODGX. For additional features, visit the drawdowns tool.
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Volatility
GSFTX vs. DODGX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund (GSFTX) is 4.22%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 4.63%. This indicates that GSFTX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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