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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBCIX or DODGX.
Correlation
The correlation between WBCIX and DODGX is 0.87, 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.
Performance
WBCIX vs. DODGX - Performance Comparison
Key characteristics
WBCIX:
0.70
DODGX:
0.82
WBCIX:
1.06
DODGX:
1.09
WBCIX:
1.13
DODGX:
1.18
WBCIX:
0.84
DODGX:
0.90
WBCIX:
3.46
DODGX:
4.66
WBCIX:
3.24%
DODGX:
2.26%
WBCIX:
16.06%
DODGX:
12.75%
WBCIX:
-39.56%
DODGX:
-63.25%
WBCIX:
-6.02%
DODGX:
-9.36%
Returns By Period
In the year-to-date period, WBCIX achieves a 12.36% return, which is significantly higher than DODGX's 10.66% return.
WBCIX
12.36%
-5.81%
12.58%
11.20%
9.99%
N/A
DODGX
10.66%
-9.06%
2.22%
10.42%
11.20%
10.18%
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WBCIX vs. DODGX - Expense Ratio Comparison
WBCIX has a 1.25% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
WBCIX vs. DODGX - Risk-Adjusted Performance 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.
Dividends
WBCIX vs. DODGX - Dividend Comparison
WBCIX has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.18% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
WBCIX vs. DODGX - Drawdown Comparison
The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum DODGX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for WBCIX and DODGX. For additional features, visit the drawdowns tool.
Volatility
WBCIX vs. DODGX - Volatility Comparison
The current volatility for William Blair Small-Mid Cap Core Fund (WBCIX) is 5.09%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 7.65%. This indicates that WBCIX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.