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:
0.34
DODIX:
0.38
VBMPX:
0.52
DODIX:
0.55
VBMPX:
1.06
DODIX:
1.07
VBMPX:
0.14
DODIX:
0.27
VBMPX:
0.98
DODIX:
1.23
VBMPX:
1.91%
DODIX:
1.80%
VBMPX:
5.44%
DODIX:
5.88%
VBMPX:
-18.99%
DODIX:
-16.38%
VBMPX:
-9.56%
DODIX:
-4.81%
Returns By Period
In the year-to-date period, VBMPX achieves a 0.95% return, which is significantly lower than DODIX's 1.40% return. Over the past 10 years, VBMPX has underperformed DODIX with an annualized return of 1.27%, while DODIX has yielded a comparatively higher 2.46% annualized return.
VBMPX
0.95%
-0.42%
0.91%
1.77%
-0.39%
1.27%
DODIX
1.40%
-1.12%
0.36%
2.05%
1.12%
2.46%
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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 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 3.33%, more than DODIX's 3.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBMPX Vanguard Total Bond Market Index Fund Institutional Plus Shares | 3.33% | 3.12% | 2.55% | 1.93% | 2.25% | 2.74% | 2.78% | 2.55% | 2.50% | 2.52% | 2.58% | 2.58% |
DODIX Dodge & Cox Income Fund | 3.18% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
Drawdowns
VBMPX vs. DODIX - Drawdown Comparison
The maximum VBMPX drawdown since its inception was -18.99%, which is greater than DODIX's maximum drawdown of -16.38%. 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
The current volatility for Vanguard Total Bond Market Index Fund Institutional Plus Shares (VBMPX) is 1.51%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.30%. This indicates that VBMPX 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.