USIBX vs. DODIX
Compare and contrast key facts about USAA Intermediate Term Bond Fund (USIBX) and Dodge & Cox Income Fund (DODIX).
USIBX is managed by Victory Capital. It was launched on Aug 2, 1999. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIBX or DODIX.
Correlation
The correlation between USIBX and DODIX is 0.82, 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
USIBX vs. DODIX - Performance Comparison
Key characteristics
USIBX:
1.05
DODIX:
1.07
USIBX:
1.55
DODIX:
1.57
USIBX:
1.19
DODIX:
1.18
USIBX:
0.42
DODIX:
0.56
USIBX:
2.83
DODIX:
2.65
USIBX:
1.93%
DODIX:
2.23%
USIBX:
5.17%
DODIX:
5.52%
USIBX:
-20.24%
DODIX:
-18.50%
USIBX:
-6.38%
DODIX:
-3.38%
Returns By Period
In the year-to-date period, USIBX achieves a 1.93% return, which is significantly lower than DODIX's 2.42% return. Over the past 10 years, USIBX has underperformed DODIX with an annualized return of 1.96%, while DODIX has yielded a comparatively higher 2.15% annualized return.
USIBX
1.93%
1.10%
-0.50%
4.77%
-0.52%
1.96%
DODIX
2.42%
1.60%
-0.75%
5.06%
0.37%
2.15%
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USIBX vs. DODIX - Expense Ratio Comparison
USIBX has a 0.63% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
USIBX vs. DODIX — Risk-Adjusted Performance Rank
USIBX
DODIX
USIBX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Intermediate Term Bond Fund (USIBX) and Dodge & Cox Income Fund (DODIX). 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
USIBX vs. DODIX - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.08%, less than DODIX's 4.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.07% | 4.49% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% |
DODIX Dodge & Cox Income Fund | 4.12% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
USIBX vs. DODIX - Drawdown Comparison
The maximum USIBX drawdown since its inception was -20.24%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for USIBX and DODIX. For additional features, visit the drawdowns tool.
Volatility
USIBX vs. DODIX - Volatility Comparison
The current volatility for USAA Intermediate Term Bond Fund (USIBX) is 1.51%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.63%. This indicates that USIBX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.