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VGIAX vs. DODIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VGIAX and DODIX is -0.09. 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.


-0.50.00.51.0
Correlation: -0.1

Performance

VGIAX vs. DODIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Growth and Income Fund Admiral Shares (VGIAX) and Dodge & Cox Income Fund (DODIX). The values are adjusted to include any dividend payments, if applicable.

160.00%180.00%200.00%220.00%240.00%260.00%December2025FebruaryMarchAprilMay
226.44%
174.93%
VGIAX
DODIX

Key characteristics

Sharpe Ratio

VGIAX:

0.49

DODIX:

1.37

Sortino Ratio

VGIAX:

0.80

DODIX:

2.03

Omega Ratio

VGIAX:

1.12

DODIX:

1.24

Calmar Ratio

VGIAX:

0.50

DODIX:

0.75

Martin Ratio

VGIAX:

1.89

DODIX:

3.45

Ulcer Index

VGIAX:

5.15%

DODIX:

2.25%

Daily Std Dev

VGIAX:

19.83%

DODIX:

5.64%

Max Drawdown

VGIAX:

-61.59%

DODIX:

-18.50%

Current Drawdown

VGIAX:

-8.75%

DODIX:

-2.99%

Returns By Period

In the year-to-date period, VGIAX achieves a -4.47% return, which is significantly lower than DODIX's 2.83% return. Over the past 10 years, VGIAX has outperformed DODIX with an annualized return of 5.98%, while DODIX has yielded a comparatively lower 2.14% annualized return.


VGIAX

YTD

-4.47%

1M

0.73%

6M

-1.27%

1Y

11.88%

5Y*

9.12%

10Y*

5.98%

DODIX

YTD

2.83%

1M

-0.40%

6M

2.09%

1Y

7.74%

5Y*

0.71%

10Y*

2.14%

*Annualized

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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.


Expense ratio chart for DODIX: current value is 0.41%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
DODIX: 0.41%
Expense ratio chart for VGIAX: current value is 0.22%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VGIAX: 0.22%

Risk-Adjusted Performance

VGIAX vs. DODIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VGIAX
The Risk-Adjusted Performance Rank of VGIAX is 5555
Overall Rank
The Sharpe Ratio Rank of VGIAX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of VGIAX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of VGIAX is 5555
Omega Ratio Rank
The Calmar Ratio Rank of VGIAX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of VGIAX is 5555
Martin Ratio Rank

DODIX
The Risk-Adjusted Performance Rank of DODIX is 8080
Overall Rank
The Sharpe Ratio Rank of DODIX is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of DODIX is 8484
Sortino Ratio Rank
The Omega Ratio Rank of DODIX is 8080
Omega Ratio Rank
The Calmar Ratio Rank of DODIX is 7777
Calmar Ratio Rank
The Martin Ratio Rank of DODIX is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for VGIAX, currently valued at 0.49, compared to the broader market-1.000.001.002.003.00
VGIAX: 0.49
DODIX: 1.37
The chart of Sortino ratio for VGIAX, currently valued at 0.80, compared to the broader market-2.000.002.004.006.008.00
VGIAX: 0.80
DODIX: 2.03
The chart of Omega ratio for VGIAX, currently valued at 1.12, compared to the broader market0.501.001.502.002.503.00
VGIAX: 1.12
DODIX: 1.24
The chart of Calmar ratio for VGIAX, currently valued at 0.50, compared to the broader market0.002.004.006.008.0010.00
VGIAX: 0.50
DODIX: 0.75
The chart of Martin ratio for VGIAX, currently valued at 1.89, compared to the broader market0.0010.0020.0030.0040.00
VGIAX: 1.89
DODIX: 3.45

The current VGIAX Sharpe Ratio is 0.49, which is lower than the DODIX Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of VGIAX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.00December2025FebruaryMarchAprilMay
0.49
1.37
VGIAX
DODIX

Dividends

VGIAX vs. DODIX - Dividend Comparison

VGIAX's dividend yield for the trailing twelve months is around 1.12%, less than DODIX's 4.17% yield.


TTM20242023202220212020201920182017201620152014
VGIAX
Vanguard Growth and Income Fund Admiral Shares
1.12%1.07%1.29%1.76%1.26%1.45%1.67%1.91%1.59%2.19%1.99%1.77%
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

VGIAX vs. DODIX - Drawdown Comparison

The maximum VGIAX drawdown since its inception was -61.59%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for VGIAX and DODIX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-8.75%
-2.99%
VGIAX
DODIX

Volatility

VGIAX vs. DODIX - Volatility Comparison

Vanguard Growth and Income Fund Admiral Shares (VGIAX) has a higher volatility of 13.77% compared to Dodge & Cox Income Fund (DODIX) at 2.28%. 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
13.77%
2.28%
VGIAX
DODIX