TBGVX vs. DODWX
Compare and contrast key facts about Tweedy, Browne International Value Fund (TBGVX) and Dodge & Cox Global Stock Fund Class I (DODWX).
TBGVX is managed by Tweedy, Browne. It was launched on Jun 14, 1993. DODWX is a passively managed fund by Dodge & Cox that tracks the performance of the MSCI All Country World Index. It was launched on May 1, 2008.
Performance
TBGVX vs. DODWX - Performance Comparison
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TBGVX vs. DODWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 3.44% | 23.86% | 2.47% | 12.48% | -7.52% | 15.62% | -1.00% | 14.64% | -6.72% | 15.03% |
DODWX Dodge & Cox Global Stock Fund Class I | -1.01% | 25.23% | 4.74% | 20.26% | -5.83% | 20.57% | 6.01% | 23.87% | -12.76% | 21.51% |
Returns By Period
In the year-to-date period, TBGVX achieves a 3.44% return, which is significantly higher than DODWX's -1.01% return. Over the past 10 years, TBGVX has underperformed DODWX with an annualized return of 7.70%, while DODWX has yielded a comparatively higher 11.37% annualized return.
TBGVX
- 1D
- 1.78%
- 1M
- -6.84%
- YTD
- 3.44%
- 6M
- 7.64%
- 1Y
- 19.21%
- 3Y*
- 11.46%
- 5Y*
- 7.94%
- 10Y*
- 7.70%
DODWX
- 1D
- 2.35%
- 1M
- -6.23%
- YTD
- -1.01%
- 6M
- 2.20%
- 1Y
- 16.57%
- 3Y*
- 14.12%
- 5Y*
- 9.50%
- 10Y*
- 11.37%
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TBGVX vs. DODWX - Expense Ratio Comparison
TBGVX has a 1.40% expense ratio, which is higher than DODWX's 0.62% expense ratio.
Return for Risk
TBGVX vs. DODWX — Risk / Return Rank
TBGVX
DODWX
TBGVX vs. DODWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne International Value Fund (TBGVX) and Dodge & Cox Global Stock Fund Class I (DODWX). 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.
| TBGVX | DODWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.12 | +0.46 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.56 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.23 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.40 | +0.33 |
Martin ratioReturn relative to average drawdown | 6.58 | 5.97 | +0.61 |
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
| TBGVX | DODWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.12 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.52 | +0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.58 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.33 | +0.40 |
Correlation
The correlation between TBGVX and DODWX is 0.77, 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
TBGVX vs. DODWX - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 11.71%, more than DODWX's 8.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 11.71% | 12.11% | 9.95% | 4.55% | 5.68% | 8.89% | 0.94% | 1.88% | 6.74% | 1.10% | 3.16% | 4.94% |
DODWX Dodge & Cox Global Stock Fund Class I | 8.50% | 8.41% | 14.35% | 1.62% | 7.73% | 10.76% | 1.31% | 7.41% | 9.78% | 4.37% | 2.86% | 3.95% |
Drawdowns
TBGVX vs. DODWX - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -50.97%, smaller than the maximum DODWX drawdown of -63.00%. Use the drawdown chart below to compare losses from any high point for TBGVX and DODWX.
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Drawdown Indicators
| TBGVX | DODWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.97% | -63.00% | +12.03% |
Max Drawdown (1Y)Largest decline over 1 year | -9.56% | -11.75% | +2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -17.71% | -21.78% | +4.07% |
Max Drawdown (10Y)Largest decline over 10 years | -31.18% | -41.17% | +9.99% |
Current DrawdownCurrent decline from peak | -7.46% | -6.85% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -6.09% | -9.93% | +3.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.76% | -0.10% |
Volatility
TBGVX vs. DODWX - Volatility Comparison
The current volatility for Tweedy, Browne International Value Fund (TBGVX) is 4.70%, while Dodge & Cox Global Stock Fund Class I (DODWX) has a volatility of 5.37%. This indicates that TBGVX experiences smaller price fluctuations and is considered to be less risky than DODWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBGVX | DODWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 5.37% | -0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 7.39% | 8.91% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.36% | 15.08% | -2.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.03% | 18.24% | -7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.64% | 19.63% | -6.99% |