TRAIX vs. DODBX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) and Dodge & Cox Balanced Fund (DODBX).
TRAIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015. 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: TRAIX or DODBX.
Correlation
The correlation between TRAIX and DODBX is 0.80, 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
TRAIX vs. DODBX - Performance Comparison
Key characteristics
TRAIX:
-0.11
DODBX:
0.26
TRAIX:
-0.04
DODBX:
0.39
TRAIX:
0.99
DODBX:
1.07
TRAIX:
-0.10
DODBX:
0.25
TRAIX:
-0.28
DODBX:
0.84
TRAIX:
5.37%
DODBX:
3.45%
TRAIX:
14.04%
DODBX:
11.14%
TRAIX:
-26.84%
DODBX:
-53.83%
TRAIX:
-12.85%
DODBX:
-8.31%
Returns By Period
In the year-to-date period, TRAIX achieves a -3.24% return, which is significantly lower than DODBX's -0.32% return.
TRAIX
-3.24%
-4.20%
-11.15%
-1.32%
4.21%
N/A
DODBX
-0.32%
-5.65%
-7.24%
2.60%
5.89%
2.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRAIX vs. DODBX - Expense Ratio Comparison
TRAIX has a 0.59% expense ratio, which is higher than DODBX's 0.52% expense ratio.
Risk-Adjusted Performance
TRAIX vs. DODBX — Risk-Adjusted Performance Rank
TRAIX
DODBX
TRAIX vs. DODBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) 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
TRAIX vs. DODBX - Dividend Comparison
TRAIX's dividend yield for the trailing twelve months is around 2.55%, less than DODBX's 2.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRAIX T. Rowe Price Capital Appreciation Fund - I Class | 2.55% | 2.46% | 2.24% | 1.82% | 1.08% | 1.29% | 1.63% | 2.64% | 1.45% | 1.64% | 0.00% | 0.00% |
DODBX Dodge & Cox Balanced Fund | 2.74% | 2.73% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% |
Drawdowns
TRAIX vs. DODBX - Drawdown Comparison
The maximum TRAIX drawdown since its inception was -26.84%, smaller than the maximum DODBX drawdown of -53.83%. Use the drawdown chart below to compare losses from any high point for TRAIX and DODBX. For additional features, visit the drawdowns tool.
Volatility
TRAIX vs. DODBX - Volatility Comparison
T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) has a higher volatility of 7.60% compared to Dodge & Cox Balanced Fund (DODBX) at 6.77%. This indicates that TRAIX's price experiences larger fluctuations and is considered to be riskier than DODBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.