TRAIX vs. DODBX

In the year-to-date period, TRAIX achieves a 2.95% return, which is significantly lower than DODBX's 4.40% return.

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TRAIX has a 0.59% expense ratio, which is higher than DODBX's 0.52% expense ratio.

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.

The current TRAIX Sharpe Ratio is 0.16, which is lower than the DODBX Sharpe Ratio of 0.37. The chart below compares the historical Sharpe Ratios of TRAIX and DODBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRAIX has not paid dividends to shareholders, while DODBX's dividend yield for the trailing twelve months is around 2.62%.

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.

T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) has a higher volatility of 3.98% compared to Dodge & Cox Balanced Fund (DODBX) at 2.73%. 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.