VINIX vs. DOXGX
Compare and contrast key facts about Vanguard Institutional Index Fund Institutional Shares (VINIX) and Dodge & Cox Stock Fund (DOXGX).
VINIX is managed by Vanguard. It was launched on Jul 31, 1990. DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965.
Performance
VINIX vs. DOXGX - Performance Comparison
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VINIX vs. DOXGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | -7.06% | 17.85% | 26.28% | 25.77% | -6.99% |
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
Returns By Period
In the year-to-date period, VINIX achieves a -7.06% return, which is significantly lower than DOXGX's -3.64% return.
VINIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.60%
- 1Y
- 14.42%
- 3Y*
- 17.55%
- 5Y*
- 11.53%
- 10Y*
- 13.80%
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
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VINIX vs. DOXGX - Expense Ratio Comparison
VINIX has a 0.04% expense ratio, which is lower than DOXGX's 0.41% expense ratio.
Return for Risk
VINIX vs. DOXGX — Risk / Return Rank
VINIX
DOXGX
VINIX vs. DOXGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Shares (VINIX) and Dodge & Cox Stock Fund (DOXGX). 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.
| VINIX | DOXGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.32 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.55 | +0.74 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.08 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.40 | +0.66 |
Martin ratioReturn relative to average drawdown | 5.13 | 1.66 | +3.47 |
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
| VINIX | DOXGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.32 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.62 | -0.03 |
Correlation
The correlation between VINIX and DOXGX is 0.83, 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
VINIX vs. DOXGX - Dividend Comparison
VINIX's dividend yield for the trailing twelve months is around 2.88%, less than DOXGX's 10.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.88% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
DOXGX Dodge & Cox Stock Fund | 10.20% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VINIX vs. DOXGX - Drawdown Comparison
The maximum VINIX drawdown since its inception was -55.19%, which is greater than DOXGX's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for VINIX and DOXGX.
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Drawdown Indicators
| VINIX | DOXGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.19% | -16.47% | -38.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.23% | +0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | — | — |
Current DrawdownCurrent decline from peak | -8.90% | -7.28% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -3.23% | -5.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.92% | -0.43% |
Volatility
VINIX vs. DOXGX - Volatility Comparison
Vanguard Institutional Index Fund Institutional Shares (VINIX) has a higher volatility of 4.24% compared to Dodge & Cox Stock Fund (DOXGX) at 3.51%. This indicates that VINIX's price experiences larger fluctuations and is considered to be riskier than DOXGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VINIX | DOXGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 3.51% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 8.53% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 16.26% | +1.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 15.89% | +0.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 15.89% | +2.13% |