VFSIX vs. DODIX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Dodge & Cox Income Fund (DODIX).
VFSIX is managed by Vanguard. It was launched on Sep 30, 1997. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSIX or DODIX.
Correlation
The correlation between VFSIX and DODIX is 0.73, 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
VFSIX vs. DODIX - Performance Comparison
Key characteristics
VFSIX:
2.31
DODIX:
1.00
VFSIX:
3.73
DODIX:
1.47
VFSIX:
1.48
DODIX:
1.17
VFSIX:
3.74
DODIX:
0.52
VFSIX:
11.28
DODIX:
2.49
VFSIX:
0.54%
DODIX:
2.21%
VFSIX:
2.64%
DODIX:
5.50%
VFSIX:
-9.54%
DODIX:
-18.50%
VFSIX:
0.00%
DODIX:
-4.14%
Returns By Period
In the year-to-date period, VFSIX achieves a 0.77% return, which is significantly lower than DODIX's 1.62% return. Over the past 10 years, VFSIX has outperformed DODIX with an annualized return of 2.27%, while DODIX has yielded a comparatively lower 2.01% annualized return.
VFSIX
0.77%
0.87%
1.73%
6.31%
1.90%
2.27%
DODIX
1.62%
1.53%
-0.93%
5.75%
0.44%
2.01%
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VFSIX vs. DODIX - Expense Ratio Comparison
VFSIX has a 0.07% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
VFSIX vs. DODIX — Risk-Adjusted Performance Rank
VFSIX
DODIX
VFSIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) 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
VFSIX vs. DODIX - Dividend Comparison
VFSIX's dividend yield for the trailing twelve months is around 4.23%, more than DODIX's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSIX Vanguard Short-Term Investment-Grade Fund Institutional Shares | 4.23% | 4.18% | 3.17% | 2.06% | 1.76% | 2.37% | 2.95% | 2.81% | 2.12% | 2.08% | 2.09% | 2.02% |
DODIX Dodge & Cox Income Fund | 4.17% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
VFSIX vs. DODIX - Drawdown Comparison
The maximum VFSIX drawdown since its inception was -9.54%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for VFSIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
VFSIX vs. DODIX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) is 0.65%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.52%. This indicates that VFSIX 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.