SWCGX vs. DODBX
Compare and contrast key facts about Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Dodge & Cox Balanced Fund (DODBX).
SWCGX is managed by Charles Schwab. It was launched on Nov 19, 1995. DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWCGX or DODBX.
Correlation
The correlation between SWCGX and DODBX is 0.85, 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.
Performance
SWCGX vs. DODBX - Performance Comparison
Key characteristics
SWCGX:
0.20
DODBX:
0.99
SWCGX:
0.28
DODBX:
1.21
SWCGX:
1.06
DODBX:
1.21
SWCGX:
0.12
DODBX:
0.81
SWCGX:
0.55
DODBX:
3.23
SWCGX:
3.27%
DODBX:
2.71%
SWCGX:
9.05%
DODBX:
8.91%
SWCGX:
-31.37%
DODBX:
-53.83%
SWCGX:
-11.37%
DODBX:
-2.93%
Returns By Period
In the year-to-date period, SWCGX achieves a 2.54% return, which is significantly lower than DODBX's 5.54% return. Over the past 10 years, SWCGX has underperformed DODBX with an annualized return of 1.42%, while DODBX has yielded a comparatively higher 2.63% annualized return.
SWCGX
2.54%
1.79%
-5.02%
2.25%
0.35%
1.42%
DODBX
5.54%
2.53%
1.33%
8.55%
3.12%
2.63%
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SWCGX vs. DODBX - Expense Ratio Comparison
SWCGX has a 0.42% expense ratio, which is lower than DODBX's 0.52% expense ratio.
Risk-Adjusted Performance
SWCGX vs. DODBX — Risk-Adjusted Performance Rank
SWCGX
DODBX
SWCGX vs. DODBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab MarketTrack Conservative Portfolio™ (SWCGX) and Dodge & Cox Balanced Fund (DODBX). 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
SWCGX vs. DODBX - Dividend Comparison
SWCGX's dividend yield for the trailing twelve months is around 2.89%, more than DODBX's 2.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWCGX Schwab MarketTrack Conservative Portfolio™ | 2.89% | 2.96% | 2.50% | 1.91% | 1.59% | 1.63% | 2.15% | 2.33% | 1.81% | 1.67% | 1.86% | 1.58% |
DODBX Dodge & Cox Balanced Fund | 2.59% | 2.73% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% |
Drawdowns
SWCGX vs. DODBX - Drawdown Comparison
The maximum SWCGX drawdown since its inception was -31.37%, smaller than the maximum DODBX drawdown of -53.83%. Use the drawdown chart below to compare losses from any high point for SWCGX and DODBX. For additional features, visit the drawdowns tool.
Volatility
SWCGX vs. DODBX - Volatility Comparison
The current volatility for Schwab MarketTrack Conservative Portfolio™ (SWCGX) is 1.34%, while Dodge & Cox Balanced Fund (DODBX) has a volatility of 1.66%. This indicates that SWCGX experiences smaller price fluctuations and is considered to be less risky than DODBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.