MWTRX vs. DODIX
Compare and contrast key facts about Metropolitan West Total Return Bond Fund (MWTRX) and Dodge & Cox Income Fund (DODIX).
MWTRX is managed by Metropolitan West Funds. It was launched on Mar 31, 1997. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MWTRX or DODIX.
Correlation
The correlation between MWTRX and DODIX is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MWTRX vs. DODIX - Performance Comparison
Key characteristics
MWTRX:
0.86
DODIX:
1.01
MWTRX:
1.26
DODIX:
1.52
MWTRX:
1.15
DODIX:
1.18
MWTRX:
0.38
DODIX:
0.62
MWTRX:
2.03
DODIX:
2.54
MWTRX:
2.62%
DODIX:
2.26%
MWTRX:
6.22%
DODIX:
5.64%
MWTRX:
-20.08%
DODIX:
-18.50%
MWTRX:
-8.51%
DODIX:
-3.53%
Returns By Period
The year-to-date returns for both investments are quite close, with MWTRX having a 2.25% return and DODIX slightly higher at 2.26%. Over the past 10 years, MWTRX has underperformed DODIX with an annualized return of 1.34%, while DODIX has yielded a comparatively higher 2.11% annualized return.
MWTRX
2.25%
0.22%
1.19%
5.31%
-0.91%
1.34%
DODIX
2.26%
0.64%
1.04%
5.67%
0.64%
2.11%
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MWTRX vs. DODIX - Expense Ratio Comparison
MWTRX has a 0.65% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
MWTRX vs. DODIX — Risk-Adjusted Performance Rank
MWTRX
DODIX
MWTRX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Total Return Bond Fund (MWTRX) 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
MWTRX vs. DODIX - Dividend Comparison
MWTRX's dividend yield for the trailing twelve months is around 4.19%, which matches DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWTRX Metropolitan West Total Return Bond Fund | 4.19% | 4.45% | 3.88% | 2.68% | 1.10% | 6.48% | 3.39% | 2.51% | 1.90% | 3.10% | 2.69% | 2.29% |
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
Drawdowns
MWTRX vs. DODIX - Drawdown Comparison
The maximum MWTRX drawdown since its inception was -20.08%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for MWTRX and DODIX. For additional features, visit the drawdowns tool.
Volatility
MWTRX vs. DODIX - Volatility Comparison
Metropolitan West Total Return Bond Fund (MWTRX) has a higher volatility of 1.98% compared to Dodge & Cox Income Fund (DODIX) at 1.84%. This indicates that MWTRX'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.