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HLIPX vs. DODIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

HLIPX vs. DODIX

Last updated May 12, 2025

Compare and contrast key facts about JPMorgan Core Plus Bond Fund (HLIPX) and Dodge & Cox Income Fund (DODIX).

HLIPX is managed by JPMorgan Chase. It was launched on Mar 5, 1993. DODIX is managed by Dodge & Cox.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HLIPX or DODIX.

Correlation

The correlation between HLIPX and DODIX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

HLIPX vs. DODIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Core Plus Bond Fund (HLIPX) and Dodge & Cox Income Fund (DODIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

HLIPX:

0.00%

DODIX:

5.40%

Max Drawdown

HLIPX:

-19.43%

DODIX:

-0.48%

Current Drawdown

HLIPX:

0.00%

DODIX:

-0.40%

Returns By Period

HLIPX

YTD

0.00%

1M

0.00%

6M

0.00%

1Y

0.00%

5Y*

0.00%

10Y*

0.00%

DODIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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HLIPX vs. DODIX - Expense Ratio Comparison

HLIPX has a 0.46% expense ratio, which is higher than DODIX's 0.41% expense ratio.

HLIPX
JPMorgan Core Plus Bond Fund
DODIX
Dodge & Cox Income Fund

Risk-Adjusted Performance

HLIPX vs. DODIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HLIPX
The Risk-Adjusted Performance Rank of HLIPX is 8080
Overall Rank
The Sharpe Ratio Rank of HLIPX is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of HLIPX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of HLIPX is 8282
Omega Ratio Rank
The Calmar Ratio Rank of HLIPX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of HLIPX is 7676
Martin Ratio Rank
DODIX
The Risk-Adjusted Performance Rank of DODIX is 7777
Overall Rank
The Sharpe Ratio Rank of DODIX is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of DODIX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of DODIX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of DODIX is 7373
Calmar Ratio Rank
The Martin Ratio Rank of DODIX is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HLIPX vs. DODIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) 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.

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Dividends

HLIPX vs. DODIX - Dividend Comparison

HLIPX has not paid dividends to shareholders, while DODIX's dividend yield for the trailing twelve months is around 4.23%.

TTM20242023202220212020201920182017201620152014
HLIPX
JPMorgan Core Plus Bond Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DODIX
Dodge & Cox Income Fund		4.23%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

HLIPX vs. DODIX - Drawdown Comparison

The maximum HLIPX drawdown since its inception was -19.43%, which is greater than DODIX's maximum drawdown of -0.48%. Use the drawdown chart below to compare losses from any high point for HLIPX and DODIX. For additional features, visit the drawdowns tool.

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Volatility

HLIPX vs. DODIX - Volatility Comparison

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