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:
0.34
DODIX:
0.63
MWTRX:
0.52
DODIX:
0.92
MWTRX:
1.06
DODIX:
1.11
MWTRX:
0.12
DODIX:
0.34
MWTRX:
0.78
DODIX:
1.59
MWTRX:
2.79%
DODIX:
2.24%
MWTRX:
6.34%
DODIX:
5.64%
MWTRX:
-23.59%
DODIX:
-18.50%
MWTRX:
-14.17%
DODIX:
-4.98%
Returns By Period
In the year-to-date period, MWTRX achieves a 0.34% return, which is significantly lower than DODIX's 0.73% return. Over the past 10 years, MWTRX has underperformed DODIX with an annualized return of 0.22%, while DODIX has yielded a comparatively higher 1.93% annualized return.
MWTRX
0.34%
0.34%
-2.26%
0.72%
-1.79%
0.22%
DODIX
0.73%
0.73%
-1.33%
2.51%
0.37%
1.93%
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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 4.08%, less than DODIX's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWTRX Metropolitan West Total Return Bond Fund | 4.08% | 4.45% | 3.87% | 2.67% | 1.08% | 1.57% | 2.54% | 2.51% | 1.92% | 1.84% | 1.59% | 2.03% |
DODIX Dodge & Cox Income Fund | 4.21% | 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 -23.59%, 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 1.68% compared to Dodge & Cox Income Fund (DODIX) at 1.47%. 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.