NEIMX vs. DODFX
Compare and contrast key facts about Neiman Large Cap Value Fund (NEIMX) and Dodge & Cox International Stock Fund (DODFX).
NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003. DODFX is managed by Dodge & Cox.
Performance
NEIMX vs. DODFX - Performance Comparison
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NEIMX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 5.61% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, NEIMX achieves a 5.61% return, which is significantly higher than DODFX's 0.73% return. Over the past 10 years, NEIMX has underperformed DODFX with an annualized return of 9.24%, while DODFX has yielded a comparatively higher 10.09% annualized return.
NEIMX
- 1D
- 1.99%
- 1M
- -3.83%
- YTD
- 5.61%
- 6M
- 8.69%
- 1Y
- 25.83%
- 3Y*
- 14.76%
- 5Y*
- 10.37%
- 10Y*
- 9.24%
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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NEIMX vs. DODFX - Expense Ratio Comparison
NEIMX has a 1.46% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
NEIMX vs. DODFX — Risk / Return Rank
NEIMX
DODFX
NEIMX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neiman Large Cap Value Fund (NEIMX) and Dodge & Cox International Stock Fund (DODFX). 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.
| NEIMX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 1.82 | -0.17 |
Sortino ratioReturn per unit of downside risk | 2.32 | 2.34 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.36 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.49 | 2.31 | +0.18 |
Martin ratioReturn relative to average drawdown | 12.55 | 8.74 | +3.81 |
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
| NEIMX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 1.82 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.64 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.55 | -0.53 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.03 | 0.39 | -0.36 |
Correlation
The correlation between NEIMX and DODFX is 0.72, 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
NEIMX vs. DODFX - Dividend Comparison
NEIMX's dividend yield for the trailing twelve months is around 0.72%, less than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 0.72% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
NEIMX vs. DODFX - Drawdown Comparison
The maximum NEIMX drawdown since its inception was -92.94%, which is greater than DODFX's maximum drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for NEIMX and DODFX.
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Drawdown Indicators
| NEIMX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.94% | -63.23% | -29.71% |
Max Drawdown (1Y)Largest decline over 1 year | -10.78% | -11.42% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -92.94% | -24.52% | -68.42% |
Max Drawdown (10Y)Largest decline over 10 years | -92.94% | -44.61% | -48.33% |
Current DrawdownCurrent decline from peak | -90.08% | -8.60% | -81.48% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -11.72% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.14% | 3.02% | -0.88% |
Volatility
NEIMX vs. DODFX - Volatility Comparison
The current volatility for Neiman Large Cap Value Fund (NEIMX) is 4.05%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that NEIMX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEIMX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.05% | 7.14% | -3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 10.03% | -1.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.65% | 15.17% | +0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 576.30% | 15.81% | +560.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 407.62% | 18.25% | +389.37% |