VCPIX vs. DODIX
Compare and contrast key facts about Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) and Dodge & Cox Income Fund (DODIX).
VCPIX is managed by Vanguard. It was launched on Oct 25, 2021. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCPIX or DODIX.
Performance
VCPIX vs. DODIX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VCPIX having a 2.74% return and DODIX slightly lower at 2.71%.
VCPIX
2.74%
-0.30%
3.60%
7.61%
N/A
N/A
DODIX
2.71%
-0.40%
3.54%
7.69%
1.45%
2.58%
Key characteristics
| VCPIX | DODIX | |
|---|---|---|
| Sharpe Ratio | 1.42 | 1.31 |
| Sortino Ratio | 2.08 | 1.92 |
| Omega Ratio | 1.25 | 1.23 |
| Calmar Ratio | 0.63 | 0.76 |
| Martin Ratio | 5.13 | 4.61 |
| Ulcer Index | 1.48% | 1.67% |
| Daily Std Dev | 5.36% | 5.89% |
| Max Drawdown | -17.33% | -16.38% |
| Current Drawdown | -5.01% | -3.59% |
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VCPIX vs. DODIX - Expense Ratio Comparison
VCPIX has a 0.30% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Correlation
The correlation between VCPIX and DODIX is 0.97, 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.
Risk-Adjusted Performance
VCPIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) 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
VCPIX vs. DODIX - Dividend Comparison
VCPIX's dividend yield for the trailing twelve months is around 4.73%, more than DODIX's 4.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | 4.73% | 4.48% | 3.16% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.17% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
Drawdowns
VCPIX vs. DODIX - Drawdown Comparison
The maximum VCPIX drawdown since its inception was -17.33%, which is greater than DODIX's maximum drawdown of -16.38%. Use the drawdown chart below to compare losses from any high point for VCPIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
VCPIX vs. DODIX - Volatility Comparison
The current volatility for Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) is 1.30%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.53%. This indicates that VCPIX 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.