WBCIX vs. DODGX
Compare and contrast key facts about William Blair Small-Mid Cap Core Fund (WBCIX) and Dodge & Cox Stock Fund Class I (DODGX).
WBCIX is managed by William Blair. It was launched on Oct 1, 2019. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
WBCIX vs. DODGX - Performance Comparison
Loading graphics...
WBCIX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | -1.56% | 1.29% | 12.04% | 13.26% | -17.11% | 26.63% | 20.60% | 10.29% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 14.69% |
Returns By Period
In the year-to-date period, WBCIX achieves a -1.56% return, which is significantly higher than DODGX's -1.65% return.
WBCIX
- 1D
- 2.89%
- 1M
- -6.41%
- YTD
- -1.56%
- 6M
- -1.28%
- 1Y
- 7.95%
- 3Y*
- 7.03%
- 5Y*
- 2.95%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WBCIX vs. DODGX - Expense Ratio Comparison
WBCIX has a 1.25% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Return for Risk
WBCIX vs. DODGX — Risk / Return Rank
WBCIX
DODGX
WBCIX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) 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.
| WBCIX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.49 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.70 | 0.78 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 0.60 | -0.13 |
Martin ratioReturn relative to average drawdown | 1.69 | 2.50 | -0.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WBCIX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.49 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.59 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.62 | -0.24 |
Correlation
The correlation between WBCIX and DODGX is 0.86, 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
WBCIX vs. DODGX - Dividend Comparison
WBCIX's dividend yield for the trailing twelve months is around 3.03%, less than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 3.03% | 2.98% | 1.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% |
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
WBCIX vs. DODGX - Drawdown Comparison
The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for WBCIX and DODGX.
Loading graphics...
Drawdown Indicators
| WBCIX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.56% | -63.24% | +23.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -12.23% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.65% | -21.85% | -5.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.41% | — |
Current DrawdownCurrent decline from peak | -8.14% | -5.31% | -2.83% |
Average DrawdownAverage peak-to-trough decline | -9.33% | -7.53% | -1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.94% | +0.80% |
Volatility
WBCIX vs. DODGX - Volatility Comparison
William Blair Small-Mid Cap Core Fund (WBCIX) has a higher volatility of 6.92% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. This indicates that WBCIX'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.
Loading graphics...
Volatility by Period
| WBCIX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.92% | 4.23% | +2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.47% | 8.72% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.24% | 16.33% | +4.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.67% | 16.05% | +4.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 19.25% | +4.70% |