TBGVX vs. DODFX

In the year-to-date period, TBGVX achieves a 14.05% return, which is significantly lower than DODFX's 18.48% return. Both investments have delivered pretty close results over the past 10 years, with TBGVX having a 5.51% annualized return and DODFX not far ahead at 5.55%.

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TBGVX has a 1.40% expense ratio, which is higher than DODFX's 0.62% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) 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.

The current TBGVX Sharpe Ratio is 0.76, which is comparable to the DODFX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of TBGVX and DODFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TBGVX's dividend yield for the trailing twelve months is around 8.72%, more than DODFX's 1.90% yield.

The maximum TBGVX drawdown since its inception was -50.97%, smaller than the maximum DODFX drawdown of -66.85%. Use the drawdown chart below to compare losses from any high point for TBGVX and DODFX.

The current volatility for Tweedy, Browne International Value Fund (TBGVX) is 2.13%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 2.93%. This indicates that TBGVX 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.