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 0.81, 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
MWTRX vs. DODIX - Performance Comparison
Key characteristics
MWTRX:
1.04
DODIX:
1.30
MWTRX:
1.50
DODIX:
1.90
MWTRX:
1.19
DODIX:
1.23
MWTRX:
0.42
DODIX:
0.68
MWTRX:
2.40
DODIX:
3.23
MWTRX:
2.65%
DODIX:
2.22%
MWTRX:
6.13%
DODIX:
5.53%
MWTRX:
-20.09%
DODIX:
-18.50%
MWTRX:
-7.66%
DODIX:
-2.61%
Returns By Period
The year-to-date returns for both investments are quite close, with MWTRX having a 3.20% return and DODIX slightly higher at 3.23%. Over the past 10 years, MWTRX has underperformed DODIX with an annualized return of 1.45%, while DODIX has yielded a comparatively higher 2.24% annualized return.
MWTRX
3.20%
2.58%
0.74%
5.44%
-0.74%
1.45%
DODIX
3.23%
2.65%
1.20%
6.57%
0.60%
2.24%
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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 3.92%, less than DODIX's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWTRX Metropolitan West Total Return Bond Fund | 3.92% | 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 | 4.11% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
MWTRX vs. DODIX - Drawdown Comparison
The maximum MWTRX drawdown since its inception was -20.09%, 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 1.64% compared to Dodge & Cox Income Fund (DODIX) at 1.54%. 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.