RPSIX vs. DODIX
Compare and contrast key facts about T. Rowe Price Spectrum Income Fund (RPSIX) and Dodge & Cox Income Fund (DODIX).
RPSIX is managed by T. Rowe Price. It was launched on Jun 28, 1990. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPSIX or DODIX.
Correlation
The correlation between RPSIX and DODIX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPSIX vs. DODIX - Performance Comparison
Key characteristics
RPSIX:
1.69
DODIX:
1.00
RPSIX:
2.61
DODIX:
1.47
RPSIX:
1.31
DODIX:
1.17
RPSIX:
0.76
DODIX:
0.52
RPSIX:
5.72
DODIX:
2.49
RPSIX:
1.07%
DODIX:
2.21%
RPSIX:
3.63%
DODIX:
5.50%
RPSIX:
-17.66%
DODIX:
-18.50%
RPSIX:
-2.02%
DODIX:
-4.14%
Returns By Period
In the year-to-date period, RPSIX achieves a 0.98% return, which is significantly lower than DODIX's 1.62% return. Over the past 10 years, RPSIX has outperformed DODIX with an annualized return of 2.31%, while DODIX has yielded a comparatively lower 2.01% annualized return.
RPSIX
0.98%
0.62%
0.50%
6.03%
1.09%
2.31%
DODIX
1.62%
1.53%
-0.93%
5.75%
0.44%
2.01%
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RPSIX vs. DODIX - Expense Ratio Comparison
RPSIX has a 0.62% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
RPSIX vs. DODIX — Risk-Adjusted Performance Rank
RPSIX
DODIX
RPSIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum Income Fund (RPSIX) and Dodge & Cox Income Fund (DODIX). 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
RPSIX vs. DODIX - Dividend Comparison
RPSIX's dividend yield for the trailing twelve months is around 4.49%, more than DODIX's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPSIX T. Rowe Price Spectrum Income Fund | 4.49% | 4.87% | 4.25% | 3.56% | 2.67% | 2.95% | 3.40% | 3.67% | 3.28% | 3.45% | 3.54% | 4.39% |
DODIX Dodge & Cox Income Fund | 4.17% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
RPSIX vs. DODIX - Drawdown Comparison
The maximum RPSIX drawdown since its inception was -17.66%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for RPSIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
RPSIX vs. DODIX - Volatility Comparison
The current volatility for T. Rowe Price Spectrum Income Fund (RPSIX) is 0.87%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.52%. This indicates that RPSIX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.