Correlation
The correlation between MYIMX and DODGX is 0.87, 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.
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.
Performance
MYIMX vs. DODGX - Performance Comparison
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Key characteristics
MYIMX:
0.12
DODGX:
0.68
MYIMX:
0.29
DODGX:
1.00
MYIMX:
1.04
DODGX:
1.15
MYIMX:
0.10
DODGX:
0.73
MYIMX:
0.31
DODGX:
2.82
MYIMX:
6.71%
DODGX:
3.88%
MYIMX:
19.35%
DODGX:
16.86%
MYIMX:
-45.40%
DODGX:
-63.24%
MYIMX:
-8.92%
DODGX:
-3.53%
Returns By Period
In the year-to-date period, MYIMX achieves a -0.89% return, which is significantly lower than DODGX's 3.75% return. Over the past 10 years, MYIMX has underperformed DODGX with an annualized return of 8.26%, while DODGX has yielded a comparatively higher 10.80% annualized return.
MYIMX
-0.89%
4.20%
-8.73%
1.09%
5.76%
15.03%
8.26%
DODGX
3.75%
3.56%
-2.82%
9.48%
9.85%
16.92%
10.80%
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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.
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Dividends
MYIMX vs. DODGX - Dividend Comparison
MYIMX's dividend yield for the trailing twelve months is around 17.50%, more than DODGX's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYIMX Victory Integrity Mid-Cap Value Fund | 17.50% | 17.35% | 3.09% | 5.96% | 4.81% | 2.46% | 0.90% | 8.00% | 4.18% | 0.44% | 1.19% | 2.75% |
DODGX Dodge & Cox Stock Fund Class I | 7.27% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.67% | 9.69% | 6.78% | 6.56% | 6.17% | 2.96% |
Drawdowns
MYIMX vs. DODGX - Drawdown Comparison
The maximum MYIMX drawdown since its inception was -45.40%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for MYIMX and DODGX.
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Volatility
MYIMX vs. DODGX - Volatility Comparison
Victory Integrity Mid-Cap Value Fund (MYIMX) has a higher volatility of 5.21% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.26%. 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.
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