VBMPX vs. DODIX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) and Dodge & Cox Income Fund (DODIX).
VBMPX is managed by Vanguard. It was launched on Feb 5, 2010. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBMPX or DODIX.
Correlation
The correlation between VBMPX and DODIX is 0.86, 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
VBMPX vs. DODIX - Performance Comparison
Key characteristics
VBMPX:
0.47
DODIX:
0.59
VBMPX:
0.69
DODIX:
0.86
VBMPX:
1.08
DODIX:
1.10
VBMPX:
0.19
DODIX:
0.31
VBMPX:
1.17
DODIX:
1.56
VBMPX:
2.16%
DODIX:
2.13%
VBMPX:
5.44%
DODIX:
5.65%
VBMPX:
-18.99%
DODIX:
-18.50%
VBMPX:
-9.37%
DODIX:
-5.74%
Returns By Period
In the year-to-date period, VBMPX achieves a -0.11% return, which is significantly lower than DODIX's -0.08% return. Over the past 10 years, VBMPX has underperformed DODIX with an annualized return of 1.14%, while DODIX has yielded a comparatively higher 1.89% annualized return.
VBMPX
-0.11%
-0.09%
0.82%
2.75%
-0.48%
1.14%
DODIX
-0.08%
0.08%
0.68%
3.48%
0.40%
1.89%
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VBMPX vs. DODIX - Expense Ratio Comparison
VBMPX has a 0.03% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
VBMPX vs. DODIX — Risk-Adjusted Performance Rank
VBMPX
DODIX
VBMPX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) 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
VBMPX vs. DODIX - Dividend Comparison
VBMPX's dividend yield for the trailing twelve months is around 3.70%, less than DODIX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | 3.70% | 3.69% | 3.12% | 2.55% | 1.93% | 2.25% | 2.74% | 2.78% | 2.55% | 2.50% | 2.52% | 2.58% |
DODIX Dodge & Cox Income Fund | 4.24% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
VBMPX vs. DODIX - Drawdown Comparison
The maximum VBMPX drawdown since its inception was -18.99%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for VBMPX and DODIX. For additional features, visit the drawdowns tool.
Volatility
VBMPX vs. DODIX - Volatility Comparison
Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) and Dodge & Cox Income Fund (DODIX) have volatilities of 1.57% and 1.61%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.