VHCOX vs. DODGX
Compare and contrast key facts about Vanguard Capital Opportunity Fund Investor Shares (VHCOX) and Dodge & Cox Stock Fund Class I (DODGX).
VHCOX is managed by Vanguard. It was launched on Aug 14, 1995. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
VHCOX vs. DODGX - Performance Comparison
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VHCOX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | -3.14% | 25.74% | 14.00% | 25.55% | -17.61% | 20.85% | 22.73% | 27.20% | -3.76% | 28.28% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, VHCOX achieves a -3.14% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, VHCOX has outperformed DODGX with an annualized return of 14.30%, while DODGX has yielded a comparatively lower 12.55% annualized return.
VHCOX
- 1D
- 3.60%
- 1M
- -6.90%
- YTD
- -3.14%
- 6M
- 2.84%
- 1Y
- 26.35%
- 3Y*
- 17.67%
- 5Y*
- 9.53%
- 10Y*
- 14.30%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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VHCOX vs. DODGX - Expense Ratio Comparison
VHCOX has a 0.43% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Return for Risk
VHCOX vs. DODGX — Risk / Return Rank
VHCOX
DODGX
VHCOX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Capital Opportunity Fund Investor Shares (VHCOX) 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.
| VHCOX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.49 | +0.72 |
Sortino ratioReturn per unit of downside risk | 1.76 | 0.78 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.11 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 0.60 | +1.27 |
Martin ratioReturn relative to average drawdown | 7.74 | 2.50 | +5.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VHCOX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.49 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.59 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.65 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.62 | -0.04 |
Correlation
The correlation between VHCOX and DODGX is 0.80, 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.
Dividends
VHCOX vs. DODGX - Dividend Comparison
VHCOX's dividend yield for the trailing twelve months is around 9.93%, which matches DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHCOX Vanguard Capital Opportunity Fund Investor Shares | 9.93% | 9.62% | 8.16% | 2.33% | 9.26% | 10.44% | 9.10% | 6.41% | 12.11% | 3.87% | 5.66% | 5.30% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
VHCOX vs. DODGX - Drawdown Comparison
The maximum VHCOX drawdown since its inception was -54.76%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for VHCOX and DODGX.
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Drawdown Indicators
| VHCOX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.76% | -63.24% | +8.48% |
Max Drawdown (1Y)Largest decline over 1 year | -13.90% | -12.23% | -1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -27.59% | -21.85% | -5.74% |
Max Drawdown (10Y)Largest decline over 10 years | -33.78% | -40.41% | +6.63% |
Current DrawdownCurrent decline from peak | -9.29% | -5.31% | -3.98% |
Average DrawdownAverage peak-to-trough decline | -10.04% | -7.53% | -2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 2.94% | +0.42% |
Volatility
VHCOX vs. DODGX - Volatility Comparison
Vanguard Capital Opportunity Fund Investor Shares (VHCOX) has a higher volatility of 7.31% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. This indicates that VHCOX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VHCOX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.31% | 4.23% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.05% | 8.72% | +4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.60% | 16.33% | +5.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.64% | 16.05% | +3.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.22% | 19.25% | +0.97% |