RWIGX vs. DODIX
Compare and contrast key facts about Capital World Growth and Income Fund Class R-6 (RWIGX) and Dodge & Cox Income Fund (DODIX).
RWIGX is a passively managed fund by American Funds that tracks the performance of the MSCI All Country World Index (ACWI). It was launched on Mar 26, 1993. DODIX is managed by Dodge & Cox.
Performance
RWIGX vs. DODIX - Performance Comparison
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RWIGX vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RWIGX Capital World Growth and Income Fund Class R-6 | -4.11% | 25.09% | 14.21% | 20.87% | -17.02% | 15.11% | 15.71% | 25.94% | -10.32% | 24.95% |
DODIX Dodge & Cox Income Fund | -0.19% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Returns By Period
In the year-to-date period, RWIGX achieves a -4.11% return, which is significantly lower than DODIX's -0.19% return. Over the past 10 years, RWIGX has outperformed DODIX with an annualized return of 10.67%, while DODIX has yielded a comparatively lower 3.02% annualized return.
RWIGX
- 1D
- -0.45%
- 1M
- -9.81%
- YTD
- -4.11%
- 6M
- 0.10%
- 1Y
- 19.98%
- 3Y*
- 15.91%
- 5Y*
- 8.65%
- 10Y*
- 10.67%
DODIX
- 1D
- 0.63%
- 1M
- -2.32%
- YTD
- -0.19%
- 6M
- 1.09%
- 1Y
- 5.10%
- 3Y*
- 4.90%
- 5Y*
- 1.40%
- 10Y*
- 3.02%
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RWIGX vs. DODIX - Expense Ratio Comparison
Both RWIGX and DODIX have an expense ratio of 0.41%.
Return for Risk
RWIGX vs. DODIX — Risk / Return Rank
RWIGX
DODIX
RWIGX vs. DODIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital World Growth and Income Fund Class R-6 (RWIGX) 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.
| RWIGX | DODIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.15 | +0.11 |
Sortino ratioReturn per unit of downside risk | 1.81 | 1.65 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 2.02 | -0.41 |
Martin ratioReturn relative to average drawdown | 6.91 | 6.03 | +0.87 |
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
| RWIGX | DODIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.15 | +0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.25 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.69 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 1.47 | -0.90 |
Correlation
The correlation between RWIGX and DODIX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RWIGX vs. DODIX - Dividend Comparison
RWIGX's dividend yield for the trailing twelve months is around 11.37%, more than DODIX's 4.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RWIGX Capital World Growth and Income Fund Class R-6 | 11.37% | 10.86% | 8.23% | 3.44% | 2.45% | 7.16% | 1.53% | 2.90% | 7.37% | 6.94% | 5.60% | 4.04% |
DODIX Dodge & Cox Income Fund | 4.29% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
Drawdowns
RWIGX vs. DODIX - Drawdown Comparison
The maximum RWIGX drawdown since its inception was -31.98%, which is greater than DODIX's maximum drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for RWIGX and DODIX.
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Drawdown Indicators
| RWIGX | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.98% | -16.89% | -15.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.08% | -2.94% | -8.14% |
Max Drawdown (5Y)Largest decline over 5 years | -27.03% | -16.89% | -10.14% |
Max Drawdown (10Y)Largest decline over 10 years | -31.98% | -16.89% | -15.09% |
Current DrawdownCurrent decline from peak | -10.50% | -2.32% | -8.18% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -1.50% | -3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 0.98% | +1.60% |
Volatility
RWIGX vs. DODIX - Volatility Comparison
Capital World Growth and Income Fund Class R-6 (RWIGX) has a higher volatility of 5.22% compared to Dodge & Cox Income Fund (DODIX) at 1.85%. This indicates that RWIGX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RWIGX | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 1.85% | +3.37% |
Volatility (6M)Calculated over the trailing 6-month period | 10.06% | 2.80% | +7.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 4.61% | +11.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.98% | 5.52% | +9.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.95% | 4.42% | +11.53% |