HLIPX vs. DODIX
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 0.85, 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
HLIPX vs. DODIX - Performance Comparison
Key characteristics
HLIPX:
0.62
DODIX:
0.38
HLIPX:
0.90
DODIX:
0.55
HLIPX:
1.11
DODIX:
1.07
HLIPX:
0.28
DODIX:
0.27
HLIPX:
1.98
DODIX:
1.23
HLIPX:
1.68%
DODIX:
1.80%
HLIPX:
5.36%
DODIX:
5.88%
HLIPX:
-19.44%
DODIX:
-16.38%
HLIPX:
-7.01%
DODIX:
-4.81%
Returns By Period
In the year-to-date period, HLIPX achieves a 2.37% return, which is significantly higher than DODIX's 1.40% return. Over the past 10 years, HLIPX has underperformed DODIX with an annualized return of 1.68%, while DODIX has yielded a comparatively higher 2.46% annualized return.
HLIPX
2.37%
-0.42%
1.34%
3.17%
0.01%
1.68%
DODIX
1.40%
-1.12%
0.36%
2.05%
1.12%
2.46%
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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.
Risk-Adjusted Performance
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.
Dividends
HLIPX vs. DODIX - Dividend Comparison
HLIPX's dividend yield for the trailing twelve months is around 4.41%, more than DODIX's 3.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | 4.41% | 4.01% | 3.37% | 2.57% | 2.74% | 3.26% | 3.11% | 2.84% | 2.77% | 3.03% | 3.44% | 3.79% |
DODIX Dodge & Cox Income Fund | 3.18% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
Drawdowns
HLIPX vs. DODIX - Drawdown Comparison
The maximum HLIPX drawdown since its inception was -19.44%, which is greater than DODIX's maximum drawdown of -16.38%. Use the drawdown chart below to compare losses from any high point for HLIPX and DODIX. For additional features, visit the drawdowns tool.
Volatility
HLIPX vs. DODIX - Volatility Comparison
The current volatility for JPMorgan Core Plus Bond Fund (HLIPX) is 1.55%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.30%. This indicates that HLIPX 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.