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.
Key characteristics
| MYIMX | DODGX | |
|---|---|---|
| YTD Return | 11.48% | 13.59% |
| 1Y Return | 18.45% | 20.90% |
| 3Y Return (Ann) | 8.46% | 9.24% |
| 5Y Return (Ann) | 10.86% | 13.72% |
| 10Y Return (Ann) | 8.67% | 10.62% |
| Sharpe Ratio | 1.42 | 1.86 |
| Daily Std Dev | 14.04% | 11.49% |
| Max Drawdown | -45.40% | -63.25% |
| Current Drawdown | -1.10% | -1.68% |
Correlation
The correlation between MYIMX and DODGX is 0.93, 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
In the year-to-date period, MYIMX achieves a 11.48% return, which is significantly lower than DODGX's 13.59% return. Over the past 10 years, MYIMX has underperformed DODGX with an annualized return of 8.67%, while DODGX has yielded a comparatively higher 10.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 2.77%, less than DODGX's 4.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYIMX Victory Integrity Mid-Cap Value Fund | 2.77% | 3.09% | 5.96% | 4.82% | 2.46% | 0.90% | 8.00% | 4.18% | 0.44% | 1.20% | 2.74% | 1.94% |
DODGX Dodge & Cox Stock Fund Class I | 4.84% | 3.76% | 5.47% | 3.22% | 6.86% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% | 3.17% | 1.24% |
Drawdowns
MYIMX vs. DODGX - Drawdown Comparison
The maximum MYIMX drawdown since its inception was -45.40%, smaller than the maximum DODGX drawdown of -63.25%. 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 3.88% compared to Dodge & Cox Stock Fund Class I (DODGX) at 3.08%. 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.