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 -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VFSIX vs. DODIX - Performance Comparison
Key characteristics
VFSIX:
2.70
DODIX:
1.32
VFSIX:
4.44
DODIX:
1.96
VFSIX:
1.58
DODIX:
1.23
VFSIX:
4.75
DODIX:
0.71
VFSIX:
14.10
DODIX:
3.34
VFSIX:
0.53%
DODIX:
2.24%
VFSIX:
2.76%
DODIX:
5.65%
VFSIX:
-9.54%
DODIX:
-18.50%
VFSIX:
-0.29%
DODIX:
-3.22%
Returns By Period
In the year-to-date period, VFSIX achieves a 2.01% return, which is significantly lower than DODIX's 2.59% return. Over the past 10 years, VFSIX has outperformed DODIX with an annualized return of 2.35%, while DODIX has yielded a comparatively lower 2.09% annualized return.
VFSIX
2.01%
0.67%
2.74%
7.55%
2.30%
2.35%
DODIX
2.59%
0.56%
1.68%
7.75%
0.75%
2.09%
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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 4.31%, more than DODIX's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSIX Vanguard Short-Term Investment-Grade Fund Institutional Shares | 4.31% | 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 | 4.18% | 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 1.17%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.35%. 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.