LEIFX vs. DODFX
Compare and contrast key facts about Federated Hermes Equity Income Fund (LEIFX) and Dodge & Cox International Stock Fund (DODFX).
LEIFX is managed by Federated. It was launched on Dec 30, 1986. DODFX is managed by Dodge & Cox.
Performance
LEIFX vs. DODFX - Performance Comparison
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LEIFX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LEIFX Federated Hermes Equity Income Fund | 4.32% | 15.18% | -0.45% | 8.82% | -7.96% | 21.12% | 6.43% | 21.27% | -12.13% | 16.06% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, LEIFX achieves a 4.32% return, which is significantly higher than DODFX's 0.73% return. Over the past 10 years, LEIFX has underperformed DODFX with an annualized return of 7.86%, while DODFX has yielded a comparatively higher 10.09% annualized return.
LEIFX
- 1D
- 1.31%
- 1M
- -4.15%
- YTD
- 4.32%
- 6M
- 7.02%
- 1Y
- 18.50%
- 3Y*
- 9.49%
- 5Y*
- 5.46%
- 10Y*
- 7.86%
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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LEIFX vs. DODFX - Expense Ratio Comparison
LEIFX has a 1.11% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
LEIFX vs. DODFX — Risk / Return Rank
LEIFX
DODFX
LEIFX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Equity Income Fund (LEIFX) and Dodge & Cox International Stock Fund (DODFX). 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.
| LEIFX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.41 | 1.82 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.34 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.36 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 2.31 | -0.68 |
Martin ratioReturn relative to average drawdown | 7.56 | 8.74 | -1.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LEIFX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.41 | 1.82 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | 0.64 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.55 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.39 | +0.07 |
Correlation
The correlation between LEIFX and DODFX is 0.74, 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.
Dividends
LEIFX vs. DODFX - Dividend Comparison
LEIFX's dividend yield for the trailing twelve months is around 24.30%, more than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LEIFX Federated Hermes Equity Income Fund | 24.30% | 24.92% | 0.82% | 1.08% | 7.54% | 16.37% | 1.17% | 2.01% | 19.47% | 5.34% | 3.98% | 3.15% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
LEIFX vs. DODFX - Drawdown Comparison
The maximum LEIFX drawdown since its inception was -49.19%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for LEIFX and DODFX.
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Drawdown Indicators
| LEIFX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.19% | -63.23% | +14.04% |
Max Drawdown (1Y)Largest decline over 1 year | -11.01% | -11.42% | +0.41% |
Max Drawdown (5Y)Largest decline over 5 years | -25.60% | -24.52% | -1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -36.86% | -44.61% | +7.75% |
Current DrawdownCurrent decline from peak | -4.41% | -8.60% | +4.19% |
Average DrawdownAverage peak-to-trough decline | -10.07% | -11.72% | +1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 3.02% | -0.65% |
Volatility
LEIFX vs. DODFX - Volatility Comparison
The current volatility for Federated Hermes Equity Income Fund (LEIFX) is 3.32%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that LEIFX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LEIFX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 7.14% | -3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 7.02% | 10.03% | -3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.21% | 15.17% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.19% | 15.81% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 18.25% | -0.87% |