VCPAX vs. DODIX

In the year-to-date period, VCPAX achieves a 2.31% return, which is significantly higher than DODIX's 2.18% return.

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VCPAX has a 0.20% expense ratio, which is lower than DODIX's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX) 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.

The current VCPAX Sharpe Ratio is 1.22, which is comparable to the DODIX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of VCPAX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCPAX's dividend yield for the trailing twelve months is around 4.89%, more than DODIX's 4.20% yield.

The maximum VCPAX drawdown since its inception was -17.25%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for VCPAX and DODIX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX) is 1.57%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.83%. This indicates that VCPAX 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.