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 -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
USIBX vs. DODIX - Performance Comparison
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Key characteristics
USIBX:
0.99
DODIX:
0.90
USIBX:
1.37
DODIX:
1.22
USIBX:
1.16
DODIX:
1.14
USIBX:
0.40
DODIX:
0.49
USIBX:
2.53
DODIX:
2.00
USIBX:
1.91%
DODIX:
2.29%
USIBX:
5.27%
DODIX:
5.60%
USIBX:
-20.24%
DODIX:
-18.50%
USIBX:
-6.54%
DODIX:
-3.84%
Returns By Period
In the year-to-date period, USIBX achieves a 1.76% return, which is significantly lower than DODIX's 1.93% return. Over the past 10 years, USIBX has underperformed DODIX with an annualized return of 1.94%, while DODIX has yielded a comparatively higher 2.06% annualized return.
USIBX
1.76%
0.17%
1.74%
5.17%
2.64%
0.19%
1.94%
DODIX
1.93%
0.89%
1.52%
4.74%
3.02%
0.30%
2.06%
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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.
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Dividends
USIBX vs. DODIX - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.53%, more than DODIX's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.53% | 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 | 4.21% | 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.
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Volatility
USIBX vs. DODIX - Volatility Comparison
The current volatility for USAA Intermediate Term Bond Fund (USIBX) is 1.30%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.49%. 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.
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