LTEBX vs. DOXGX
Compare and contrast key facts about American Funds Limited Term Tax-Exempt Bond Fund (LTEBX) and Dodge & Cox Stock Fund (DOXGX).
LTEBX is managed by American Funds. It was launched on Oct 5, 1993. DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTEBX or DOXGX.
Correlation
The correlation between LTEBX and DOXGX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LTEBX vs. DOXGX - Performance Comparison
Key characteristics
LTEBX:
0.75
DOXGX:
0.08
LTEBX:
1.02
DOXGX:
0.30
LTEBX:
1.18
DOXGX:
1.05
LTEBX:
0.77
DOXGX:
0.13
LTEBX:
2.92
DOXGX:
0.40
LTEBX:
0.84%
DOXGX:
5.98%
LTEBX:
3.19%
DOXGX:
17.84%
LTEBX:
-8.45%
DOXGX:
-18.98%
LTEBX:
-1.23%
DOXGX:
-10.42%
Returns By Period
In the year-to-date period, LTEBX achieves a 0.36% return, which is significantly higher than DOXGX's 0.03% return.
LTEBX
0.36%
1.73%
0.27%
2.39%
0.87%
1.35%
DOXGX
0.03%
2.98%
-9.41%
1.48%
N/A
N/A
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LTEBX vs. DOXGX - Expense Ratio Comparison
LTEBX has a 0.57% expense ratio, which is higher than DOXGX's 0.41% expense ratio.
Risk-Adjusted Performance
LTEBX vs. DOXGX — Risk-Adjusted Performance Rank
LTEBX
DOXGX
LTEBX vs. DOXGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Limited Term Tax-Exempt Bond Fund (LTEBX) and Dodge & Cox Stock Fund (DOXGX). 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
LTEBX vs. DOXGX - Dividend Comparison
LTEBX's dividend yield for the trailing twelve months is around 2.24%, more than DOXGX's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTEBX American Funds Limited Term Tax-Exempt Bond Fund | 2.24% | 2.35% | 1.92% | 1.17% | 0.81% | 1.35% | 1.86% | 2.04% | 2.04% | 2.09% | 2.35% | 2.44% |
DOXGX Dodge & Cox Stock Fund | 1.62% | 1.59% | 1.55% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LTEBX vs. DOXGX - Drawdown Comparison
The maximum LTEBX drawdown since its inception was -8.45%, smaller than the maximum DOXGX drawdown of -18.98%. Use the drawdown chart below to compare losses from any high point for LTEBX and DOXGX. For additional features, visit the drawdowns tool.
Volatility
LTEBX vs. DOXGX - Volatility Comparison
The current volatility for American Funds Limited Term Tax-Exempt Bond Fund (LTEBX) is 1.44%, while Dodge & Cox Stock Fund (DOXGX) has a volatility of 5.61%. This indicates that LTEBX experiences smaller price fluctuations and is considered to be less risky than DOXGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.