MWTIX vs. DODIX
Compare and contrast key facts about Metropolitan West Total Return Bond Fund Class I (MWTIX) and Dodge & Cox Income Fund (DODIX).
MWTIX is managed by Metropolitan West Funds. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MWTIX or DODIX.
Correlation
The correlation between MWTIX and DODIX is 0.82, 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
MWTIX vs. DODIX - Performance Comparison
Key characteristics
MWTIX:
0.43
DODIX:
0.63
MWTIX:
0.64
DODIX:
0.92
MWTIX:
1.08
DODIX:
1.11
MWTIX:
0.15
DODIX:
0.34
MWTIX:
1.00
DODIX:
1.63
MWTIX:
2.74%
DODIX:
2.19%
MWTIX:
6.41%
DODIX:
5.66%
MWTIX:
-23.26%
DODIX:
-18.50%
MWTIX:
-13.75%
DODIX:
-5.66%
Returns By Period
In the year-to-date period, MWTIX achieves a -0.11% return, which is significantly lower than DODIX's 0.00% return. Over the past 10 years, MWTIX has underperformed DODIX with an annualized return of 0.43%, while DODIX has yielded a comparatively higher 1.87% annualized return.
MWTIX
-0.11%
0.77%
0.47%
2.51%
-1.50%
0.43%
DODIX
0.00%
0.24%
0.52%
3.32%
0.31%
1.87%
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MWTIX vs. DODIX - Expense Ratio Comparison
MWTIX has a 0.45% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
MWTIX vs. DODIX — Risk-Adjusted Performance Rank
MWTIX
DODIX
MWTIX vs. DODIX - Risk-Adjusted Performance Comparison
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.
Dividends
MWTIX vs. DODIX - Dividend Comparison
MWTIX's dividend yield for the trailing twelve months is around 4.67%, more than DODIX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWTIX Metropolitan West Total Return Bond Fund Class I | 4.67% | 4.67% | 4.11% | 2.93% | 1.30% | 1.78% | 2.76% | 2.73% | 2.16% | 2.09% | 1.84% | 2.30% |
DODIX Dodge & Cox Income Fund | 4.24% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
MWTIX vs. DODIX - Drawdown Comparison
The maximum MWTIX drawdown since its inception was -23.26%, 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.
Volatility
MWTIX vs. DODIX - Volatility Comparison
Metropolitan West Total Return Bond Fund Class I (MWTIX) has a higher volatility of 1.63% compared to Dodge & Cox Income Fund (DODIX) at 1.44%. This indicates that MWTIX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.