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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBGVX or DODWX.
Correlation
The correlation between TBGVX and DODWX is 0.76, 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
TBGVX vs. DODWX - Performance Comparison
Key characteristics
TBGVX:
-0.10
DODWX:
0.12
TBGVX:
-0.05
DODWX:
0.23
TBGVX:
0.99
DODWX:
1.05
TBGVX:
-0.08
DODWX:
0.10
TBGVX:
-0.22
DODWX:
0.30
TBGVX:
5.69%
DODWX:
6.62%
TBGVX:
11.93%
DODWX:
16.96%
TBGVX:
-60.59%
DODWX:
-62.73%
TBGVX:
-10.41%
DODWX:
-11.40%
Returns By Period
In the year-to-date period, TBGVX achieves a 5.21% return, which is significantly lower than DODWX's 8.02% return. Over the past 10 years, TBGVX has underperformed DODWX with an annualized return of 1.41%, while DODWX has yielded a comparatively higher 3.73% annualized return.
TBGVX
5.21%
3.23%
-6.70%
-1.63%
0.82%
1.41%
DODWX
8.02%
3.93%
-7.26%
1.28%
4.82%
3.73%
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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.
Risk-Adjusted Performance
TBGVX vs. DODWX — Risk-Adjusted Performance Rank
TBGVX
DODWX
TBGVX vs. DODWX - Risk-Adjusted Performance 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.
Dividends
TBGVX vs. DODWX - Dividend Comparison
TBGVX's dividend yield for the trailing twelve months is around 1.82%, less than DODWX's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBGVX Tweedy, Browne International Value Fund | 1.82% | 1.92% | 1.69% | 1.56% | 1.41% | 0.94% | 1.59% | 1.57% | 1.10% | 1.17% | 0.86% | 1.27% |
DODWX Dodge & Cox Global Stock Fund Class I | 1.94% | 2.09% | 1.62% | 1.69% | 1.89% | 1.31% | 2.67% | 2.30% | 0.96% | 1.18% | 1.78% | 1.30% |
Drawdowns
TBGVX vs. DODWX - Drawdown Comparison
The maximum TBGVX drawdown since its inception was -60.59%, roughly equal to the maximum DODWX drawdown of -62.73%. Use the drawdown chart below to compare losses from any high point for TBGVX and DODWX. For additional features, visit the drawdowns tool.
Volatility
TBGVX vs. DODWX - Volatility Comparison
The current volatility for Tweedy, Browne International Value Fund (TBGVX) is 2.51%, while Dodge & Cox Global Stock Fund Class I (DODWX) has a volatility of 2.80%. 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.