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.
Performance
MYIMX vs. DODGX - Performance Comparison
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MYIMX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MYIMX Victory Integrity Mid-Cap Value Fund | 3.52% | 10.49% | 11.97% | 12.79% | -6.63% | 28.64% | 5.22% | 27.69% | -14.98% | 16.33% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, MYIMX achieves a 3.52% return, which is significantly higher than DODGX's -1.65% return. Over the past 10 years, MYIMX has underperformed DODGX with an annualized return of 10.34%, while DODGX has yielded a comparatively higher 12.55% annualized return.
MYIMX
- 1D
- 2.53%
- 1M
- -5.83%
- YTD
- 3.52%
- 6M
- 4.58%
- 1Y
- 16.82%
- 3Y*
- 12.21%
- 5Y*
- 8.23%
- 10Y*
- 10.34%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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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.
Return for Risk
MYIMX vs. DODGX — Risk / Return Rank
MYIMX
DODGX
MYIMX vs. DODGX - Risk-Adjusted Trends 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.
| MYIMX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.49 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.38 | 0.78 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.11 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.60 | +0.72 |
Martin ratioReturn relative to average drawdown | 5.45 | 2.50 | +2.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| MYIMX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.49 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.59 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.65 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.62 | -0.12 |
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.
Dividends
MYIMX vs. DODGX - Dividend Comparison
MYIMX's dividend yield for the trailing twelve months is around 4.17%, less than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYIMX Victory Integrity Mid-Cap Value Fund | 4.17% | 4.31% | 17.35% | 3.09% | 5.96% | 4.82% | 2.46% | 0.75% | 8.00% | 4.18% | 0.44% | 0.87% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
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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Drawdown Indicators
| MYIMX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.40% | -63.24% | +17.84% |
Max Drawdown (1Y)Largest decline over 1 year | -13.35% | -12.23% | -1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -27.36% | -21.85% | -5.51% |
Max Drawdown (10Y)Largest decline over 10 years | -45.40% | -40.41% | -4.99% |
Current DrawdownCurrent decline from peak | -6.16% | -5.31% | -0.85% |
Average DrawdownAverage peak-to-trough decline | -5.87% | -7.53% | +1.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 2.94% | +0.30% |
Volatility
MYIMX vs. DODGX - Volatility Comparison
Victory Integrity Mid-Cap Value Fund (MYIMX) has a higher volatility of 5.40% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. 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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Volatility by Period
| MYIMX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.40% | 4.23% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 10.35% | 8.72% | +1.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 16.33% | +2.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.85% | 16.05% | +3.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.39% | 19.25% | +2.14% |