RIDAX vs. DODFX
Compare and contrast key facts about The Income Fund of America Class R-1 (RIDAX) and Dodge & Cox International Stock Fund (DODFX).
RIDAX is an actively managed fund by American Funds. It was launched on Dec 1, 1973. DODFX is managed by Dodge & Cox.
Performance
RIDAX vs. DODFX - Performance Comparison
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RIDAX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RIDAX The Income Fund of America Class R-1 | 2.61% | 16.83% | 9.49% | 6.16% | -7.14% | 16.47% | 3.68% | 17.57% | -6.06% | 11.86% |
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, RIDAX achieves a 2.61% return, which is significantly higher than DODFX's 0.73% return. Over the past 10 years, RIDAX has underperformed DODFX with an annualized return of 7.49%, while DODFX has yielded a comparatively higher 10.09% annualized return.
RIDAX
- 1D
- 1.30%
- 1M
- -4.26%
- YTD
- 2.61%
- 6M
- 4.88%
- 1Y
- 14.49%
- 3Y*
- 11.46%
- 5Y*
- 7.18%
- 10Y*
- 7.49%
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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RIDAX vs. DODFX - Expense Ratio Comparison
RIDAX has a 1.36% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
RIDAX vs. DODFX — Risk / Return Rank
RIDAX
DODFX
RIDAX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Income Fund of America Class R-1 (RIDAX) 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.
| RIDAX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.82 | -0.27 |
Sortino ratioReturn per unit of downside risk | 2.15 | 2.34 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.36 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 2.31 | -0.46 |
Martin ratioReturn relative to average drawdown | 8.56 | 8.74 | -0.19 |
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
| RIDAX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.82 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.64 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.55 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.39 | +0.28 |
Correlation
The correlation between RIDAX and DODFX is 0.84, 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
RIDAX vs. DODFX - Dividend Comparison
RIDAX's dividend yield for the trailing twelve months is around 9.02%, more than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RIDAX The Income Fund of America Class R-1 | 9.02% | 9.24% | 5.14% | 2.38% | 6.20% | 5.92% | 2.09% | 4.25% | 6.58% | 3.68% | 2.32% | 4.26% |
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
RIDAX vs. DODFX - Drawdown Comparison
The maximum RIDAX drawdown since its inception was -42.37%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for RIDAX and DODFX.
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Drawdown Indicators
| RIDAX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.37% | -63.23% | +20.86% |
Max Drawdown (1Y)Largest decline over 1 year | -8.25% | -11.42% | +3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -16.28% | -24.52% | +8.24% |
Max Drawdown (10Y)Largest decline over 10 years | -26.22% | -44.61% | +18.39% |
Current DrawdownCurrent decline from peak | -4.54% | -8.60% | +4.06% |
Average DrawdownAverage peak-to-trough decline | -4.42% | -11.72% | +7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 3.02% | -1.24% |
Volatility
RIDAX vs. DODFX - Volatility Comparison
The current volatility for The Income Fund of America Class R-1 (RIDAX) is 3.31%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that RIDAX 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
| RIDAX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 7.14% | -3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 5.61% | 10.03% | -4.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.54% | 15.17% | -5.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.48% | 15.81% | -6.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.68% | 18.25% | -7.57% |