SAIFX vs. DODFX
Compare and contrast key facts about ClearBridge Large Cap Value Fund (SAIFX) and Dodge & Cox International Stock Fund (DODFX).
SAIFX is managed by Franklin Templeton. It was launched on May 29, 1958. DODFX is managed by Dodge & Cox.
Performance
SAIFX vs. DODFX - Performance Comparison
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SAIFX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 1.75% | 10.57% | 8.54% | 15.07% | -6.41% | 25.88% | 5.93% | 28.68% | -8.78% | 14.44% |
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, SAIFX achieves a 1.75% return, which is significantly higher than DODFX's 0.73% return. Both investments have delivered pretty close results over the past 10 years, with SAIFX having a 10.08% annualized return and DODFX not far ahead at 10.09%.
SAIFX
- 1D
- 1.49%
- 1M
- -5.43%
- YTD
- 1.75%
- 6M
- 3.90%
- 1Y
- 12.13%
- 3Y*
- 11.89%
- 5Y*
- 8.43%
- 10Y*
- 10.08%
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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SAIFX vs. DODFX - Expense Ratio Comparison
SAIFX has a 0.56% expense ratio, which is lower than DODFX's 0.62% expense ratio.
Return for Risk
SAIFX vs. DODFX — Risk / Return Rank
SAIFX
DODFX
SAIFX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) 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.
| SAIFX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.82 | -1.03 |
Sortino ratioReturn per unit of downside risk | 1.18 | 2.34 | -1.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.36 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.17 | 2.31 | -1.14 |
Martin ratioReturn relative to average drawdown | 5.03 | 8.74 | -3.71 |
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
| SAIFX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.82 | -1.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.64 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.55 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.39 | +0.35 |
Correlation
The correlation between SAIFX and DODFX is 0.75, 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
SAIFX vs. DODFX - Dividend Comparison
SAIFX's dividend yield for the trailing twelve months is around 11.37%, more than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAIFX ClearBridge Large Cap Value Fund | 11.37% | 11.93% | 11.70% | 3.18% | 1.50% | 5.09% | 8.07% | 6.56% | 8.25% | 2.81% | 2.29% | 3.83% |
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
SAIFX vs. DODFX - Drawdown Comparison
The maximum SAIFX drawdown since its inception was -53.58%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for SAIFX and DODFX.
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Drawdown Indicators
| SAIFX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.58% | -63.23% | +9.65% |
Max Drawdown (1Y)Largest decline over 1 year | -11.05% | -11.42% | +0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -19.79% | -24.52% | +4.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.51% | -44.61% | +9.10% |
Current DrawdownCurrent decline from peak | -5.63% | -8.60% | +2.97% |
Average DrawdownAverage peak-to-trough decline | -6.76% | -11.72% | +4.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 3.02% | -0.45% |
Volatility
SAIFX vs. DODFX - Volatility Comparison
The current volatility for ClearBridge Large Cap Value Fund (SAIFX) is 3.73%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that SAIFX 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
| SAIFX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 7.14% | -3.41% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 10.03% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 15.17% | -0.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.64% | 15.81% | -0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.38% | 18.25% | -0.87% |