VGIAX vs. DODIX
Compare and contrast key facts about Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Dodge & Cox Income Fund (DODIX).
VGIAX is managed by Vanguard. It was launched on May 14, 2001. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VGIAX or DODIX.
Key characteristics
| VGIAX | DODIX | |
|---|---|---|
| YTD Return | 19.45% | 6.21% |
| 1Y Return | 27.36% | 11.91% |
| 3Y Return (Ann) | 10.03% | 0.18% |
| 5Y Return (Ann) | 15.21% | 2.40% |
| 10Y Return (Ann) | 12.83% | 3.03% |
| Sharpe Ratio | 2.11 | 1.81 |
| Daily Std Dev | 13.44% | 6.54% |
| Max Drawdown | -56.85% | -16.38% |
| Current Drawdown | -1.32% | 0.00% |
Correlation
The correlation between VGIAX and DODIX is -0.10. 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
VGIAX vs. DODIX - Performance Comparison
In the year-to-date period, VGIAX achieves a 19.45% return, which is significantly higher than DODIX's 6.21% return. Over the past 10 years, VGIAX has outperformed DODIX with an annualized return of 12.83%, while DODIX has yielded a comparatively lower 3.03% 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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VGIAX vs. DODIX - Expense Ratio Comparison
VGIAX has a 0.22% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
VGIAX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Admiral Shares (VGIAX) 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
VGIAX vs. DODIX - Dividend Comparison
VGIAX's dividend yield for the trailing twelve months is around 7.24%, more than DODIX's 3.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGIAX Vanguard Growth and Income Fund Admiral Shares | 7.24% | 8.70% | 9.81% | 15.28% | 6.63% | 4.19% | 8.05% | 5.87% | 7.01% | 7.72% | 8.01% | 1.60% |
DODIX Dodge & Cox Income Fund | 3.92% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% | 3.07% |
Drawdowns
VGIAX vs. DODIX - Drawdown Comparison
The maximum VGIAX drawdown since its inception was -56.85%, which is greater than DODIX's maximum drawdown of -16.38%. Use the drawdown chart below to compare losses from any high point for VGIAX and DODIX. For additional features, visit the drawdowns tool.
Volatility
VGIAX vs. DODIX - Volatility Comparison
Vanguard Growth and Income Fund Admiral Shares (VGIAX) has a higher volatility of 4.70% compared to Dodge & Cox Income Fund (DODIX) at 1.24%. This indicates that VGIAX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.