Correlation
The correlation between VCPIX and DODIX is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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
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Key characteristics
VCPIX:
1.21
DODIX:
1.01
VCPIX:
1.73
DODIX:
1.38
VCPIX:
1.20
DODIX:
1.16
VCPIX:
0.64
DODIX:
0.76
VCPIX:
3.30
DODIX:
2.29
VCPIX:
1.74%
DODIX:
2.31%
VCPIX:
5.00%
DODIX:
5.64%
VCPIX:
-17.33%
DODIX:
-16.37%
VCPIX:
-3.16%
DODIX:
-2.17%
Returns By Period
In the year-to-date period, VCPIX achieves a 2.22% return, which is significantly higher than DODIX's 1.97% return.
VCPIX
2.22%
-0.77%
1.00%
5.99%
2.18%
N/A
N/A
DODIX
1.97%
-0.95%
0.35%
5.62%
2.60%
0.87%
2.56%
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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 Rank
VCPIX
DODIX
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.
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Dividends
VCPIX vs. DODIX - Dividend Comparison
VCPIX's dividend yield for the trailing twelve months is around 4.80%, more than DODIX's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | 4.80% | 4.71% | 4.48% | 3.16% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.21% | 4.24% | 3.86% | 2.84% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 3.52% |
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 -16.37%. Use the drawdown chart below to compare losses from any high point for VCPIX and DODIX.
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Volatility
VCPIX vs. DODIX - Volatility Comparison
The current volatility for Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) is 1.35%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.48%. 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.
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