MWTIX vs. DODIX

In the year-to-date period, MWTIX achieves a 1.84% return, which is significantly lower than DODIX's 2.18% return. Over the past 10 years, MWTIX has underperformed DODIX with an annualized return of 1.53%, while DODIX has yielded a comparatively higher 2.12% annualized return.

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MWTIX has a 0.45% expense ratio, which is higher than DODIX's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Total Return Bond Fund Class I (MWTIX) 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.

The current MWTIX Sharpe Ratio is 0.83, which is comparable to the DODIX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of MWTIX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MWTIX's dividend yield for the trailing twelve months is around 4.06%, less than DODIX's 4.20% yield.

The maximum MWTIX drawdown since its inception was -19.85%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for MWTIX and DODIX. For additional features, visit the drawdowns tool.

Metropolitan West Total Return Bond Fund Class I (MWTIX) and Dodge & Cox Income Fund (DODIX) have volatilities of 1.78% and 1.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.