VDIPX vs. DODGX
Compare and contrast key facts about Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX) and Dodge & Cox Stock Fund Class I (DODGX).
VDIPX is managed by Vanguard. It was launched on Apr 1, 2014. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIPX or DODGX.
Key characteristics
| VDIPX | DODGX | |
|---|---|---|
| YTD Return | 6.70% | 21.88% |
| 1Y Return | 18.40% | 34.41% |
| 3Y Return (Ann) | 1.61% | 9.70% |
| 5Y Return (Ann) | 6.28% | 14.60% |
| 10Y Return (Ann) | 5.56% | 11.58% |
| Sharpe Ratio | 1.48 | 3.30 |
| Sortino Ratio | 2.09 | 4.57 |
| Omega Ratio | 1.26 | 1.62 |
| Calmar Ratio | 1.54 | 5.90 |
| Martin Ratio | 7.93 | 25.28 |
| Ulcer Index | 2.39% | 1.43% |
| Daily Std Dev | 12.83% | 10.89% |
| Max Drawdown | -35.61% | -63.25% |
| Current Drawdown | -5.85% | 0.00% |
Correlation
The correlation between VDIPX and DODGX is 0.79, 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
VDIPX vs. DODGX - Performance Comparison
In the year-to-date period, VDIPX achieves a 6.70% return, which is significantly lower than DODGX's 21.88% return. Over the past 10 years, VDIPX has underperformed DODGX with an annualized return of 5.56%, while DODGX has yielded a comparatively higher 11.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VDIPX vs. DODGX - Expense Ratio Comparison
VDIPX has a 0.04% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
VDIPX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX) and Dodge & Cox Stock Fund Class I (DODGX). 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
VDIPX vs. DODGX - Dividend Comparison
VDIPX's dividend yield for the trailing twelve months is around 3.00%, more than DODGX's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIPX Vanguard Developed Markets Index Fund Institutional Plus Shares | 3.00% | 3.16% | 2.92% | 3.17% | 2.05% | 3.05% | 3.35% | 2.79% | 3.08% | 2.95% | 2.57% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.38% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
VDIPX vs. DODGX - Drawdown Comparison
The maximum VDIPX drawdown since its inception was -35.61%, smaller than the maximum DODGX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for VDIPX and DODGX. For additional features, visit the drawdowns tool.
Volatility
VDIPX vs. DODGX - Volatility Comparison
The current volatility for Vanguard Developed Markets Index Fund Institutional Plus Shares (VDIPX) is 3.60%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 4.03%. This indicates that VDIPX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.