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.
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.
Performance
VCPIX vs. DODIX - Performance Comparison
Key characteristics
VCPIX:
0.34
DODIX:
0.21
VCPIX:
0.50
DODIX:
0.32
VCPIX:
1.06
DODIX:
1.04
VCPIX:
0.18
DODIX:
0.15
VCPIX:
1.07
DODIX:
0.65
VCPIX:
1.65%
DODIX:
1.89%
VCPIX:
5.19%
DODIX:
5.91%
VCPIX:
-17.33%
DODIX:
-16.38%
VCPIX:
-6.23%
DODIX:
-5.27%
Returns By Period
In the year-to-date period, VCPIX achieves a 1.41% return, which is significantly higher than DODIX's 0.91% return.
VCPIX
1.41%
-1.29%
0.77%
1.89%
N/A
N/A
DODIX
0.91%
-1.75%
-0.04%
1.24%
1.01%
2.37%
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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.
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 3.93%, more than DODIX's 3.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | 3.93% | 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 | 3.20% | 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 1.59%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.33%. 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.