NQCRX vs. DODFX
Compare and contrast key facts about Nuveen Large Cap Value Fund (NQCRX) and Dodge & Cox International Stock Fund (DODFX).
NQCRX is managed by Nuveen. It was launched on Dec 15, 2006. DODFX is managed by Dodge & Cox.
Performance
NQCRX vs. DODFX - Performance Comparison
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NQCRX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 5.72% | 22.44% | 17.74% | 13.76% | -1.07% | 25.38% | -0.27% | 47.63% | -15.47% | 15.46% |
DODFX Dodge & Cox International Stock Fund | 2.00% | 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, NQCRX achieves a 5.72% return, which is significantly higher than DODFX's 2.00% return. Over the past 10 years, NQCRX has outperformed DODFX with an annualized return of 13.38%, while DODFX has yielded a comparatively lower 10.23% annualized return.
NQCRX
- 1D
- 0.68%
- 1M
- -1.34%
- YTD
- 5.72%
- 6M
- 11.28%
- 1Y
- 26.61%
- 3Y*
- 19.24%
- 5Y*
- 13.35%
- 10Y*
- 13.38%
DODFX
- 1D
- 1.27%
- 1M
- -2.16%
- YTD
- 2.00%
- 6M
- 6.79%
- 1Y
- 28.45%
- 3Y*
- 17.31%
- 5Y*
- 10.42%
- 10Y*
- 10.23%
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NQCRX vs. DODFX - Expense Ratio Comparison
NQCRX has a 0.74% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
NQCRX vs. DODFX — Risk / Return Rank
NQCRX
DODFX
NQCRX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Large Cap Value Fund (NQCRX) 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.
| NQCRX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.89 | -0.34 |
Sortino ratioReturn per unit of downside risk | 2.13 | 2.42 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.38 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.11 | 2.54 | -0.43 |
Martin ratioReturn relative to average drawdown | 10.23 | 9.52 | +0.70 |
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
| NQCRX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.89 | -0.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.66 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.56 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.39 | -0.02 |
Correlation
The correlation between NQCRX and DODFX is 0.81, 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
NQCRX vs. DODFX - Dividend Comparison
NQCRX's dividend yield for the trailing twelve months is around 6.91%, more than DODFX's 4.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NQCRX Nuveen Large Cap Value Fund | 6.91% | 7.30% | 6.82% | 2.22% | 4.63% | 20.85% | 17.95% | 26.88% | 34.12% | 27.42% | 10.74% | 61.01% |
DODFX Dodge & Cox International Stock Fund | 4.96% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
NQCRX vs. DODFX - Drawdown Comparison
The maximum NQCRX drawdown since its inception was -57.85%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for NQCRX and DODFX.
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Drawdown Indicators
| NQCRX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.85% | -63.23% | +5.38% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -11.14% | +2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -17.61% | -24.52% | +6.91% |
Max Drawdown (10Y)Largest decline over 10 years | -41.84% | -44.61% | +2.77% |
Current DrawdownCurrent decline from peak | -3.11% | -7.44% | +4.33% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -11.72% | +1.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 3.05% | -0.25% |
Volatility
NQCRX vs. DODFX - Volatility Comparison
The current volatility for Nuveen Large Cap Value Fund (NQCRX) is 5.08%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 6.23%. This indicates that NQCRX 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
| NQCRX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.08% | 6.23% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 9.51% | 10.08% | -0.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.90% | 15.18% | +2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.54% | 15.82% | -0.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 18.25% | +0.68% |