MYIMX vs. DODGX
Compare and contrast key facts about Victory Integrity Mid-Cap Value Fund (MYIMX) and Dodge & Cox Stock Fund Class I (DODGX).
MYIMX is managed by Victory. It was launched on Jul 1, 2011. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MYIMX or DODGX.
Correlation
The correlation between MYIMX and DODGX is 0.92, 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
MYIMX vs. DODGX - Performance Comparison
Key characteristics
MYIMX:
0.01
DODGX:
1.04
MYIMX:
0.12
DODGX:
1.35
MYIMX:
1.02
DODGX:
1.22
MYIMX:
0.00
DODGX:
1.17
MYIMX:
0.01
DODGX:
3.75
MYIMX:
7.86%
DODGX:
3.55%
MYIMX:
18.89%
DODGX:
12.88%
MYIMX:
-45.97%
DODGX:
-67.34%
MYIMX:
-15.95%
DODGX:
-3.88%
Returns By Period
In the year-to-date period, MYIMX achieves a 5.02% return, which is significantly lower than DODGX's 7.33% return. Over the past 10 years, MYIMX has underperformed DODGX with an annualized return of 5.11%, while DODGX has yielded a comparatively higher 5.91% annualized return.
MYIMX
5.02%
-0.00%
-7.43%
0.06%
5.34%
5.11%
DODGX
7.33%
2.21%
4.06%
12.86%
8.79%
5.91%
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MYIMX vs. DODGX - Expense Ratio Comparison
MYIMX has a 0.75% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
MYIMX vs. DODGX — Risk-Adjusted Performance Rank
MYIMX
DODGX
MYIMX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Victory Integrity Mid-Cap Value Fund (MYIMX) and Dodge & Cox Stock Fund Class I (DODGX). 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
MYIMX vs. DODGX - Dividend Comparison
MYIMX's dividend yield for the trailing twelve months is around 1.51%, more than DODGX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYIMX Victory Integrity Mid-Cap Value Fund | 1.51% | 1.58% | 0.60% | 1.51% | 0.06% | 2.46% | 0.90% | 1.55% | 0.97% | 0.44% | 0.33% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.39% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
MYIMX vs. DODGX - Drawdown Comparison
The maximum MYIMX drawdown since its inception was -45.97%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for MYIMX and DODGX. For additional features, visit the drawdowns tool.
Volatility
MYIMX vs. DODGX - Volatility Comparison
Victory Integrity Mid-Cap Value Fund (MYIMX) has a higher volatility of 2.85% compared to Dodge & Cox Stock Fund Class I (DODGX) at 2.31%. This indicates that MYIMX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.