LTEBX vs. DOXGX

In the year-to-date period, LTEBX achieves a 0.78% return, which is significantly lower than DOXGX's 2.68% return.

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LTEBX has a 0.57% expense ratio, which is higher than DOXGX's 0.41% expense ratio.

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.

The current LTEBX Sharpe Ratio is 1.23, which is higher than the DOXGX Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of LTEBX and DOXGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LTEBX's dividend yield for the trailing twelve months is around 2.45%, less than DOXGX's 7.36% yield.

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.

The current volatility for American Funds Limited Term Tax-Exempt Bond Fund (LTEBX) is 0.41%, while Dodge & Cox Stock Fund (DOXGX) has a volatility of 4.27%. 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.