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:
-0.09
DODGX:
0.01
WBCIX:
0.02
DODGX:
0.13
WBCIX:
1.00
DODGX:
1.02
WBCIX:
-0.08
DODGX:
0.01
WBCIX:
-0.28
DODGX:
0.02
WBCIX:
6.76%
DODGX:
5.21%
WBCIX:
21.22%
DODGX:
17.62%
WBCIX:
-39.56%
DODGX:
-67.34%
WBCIX:
-19.44%
DODGX:
-14.86%
Returns By Period
In the year-to-date period, WBCIX achieves a -12.96% return, which is significantly lower than DODGX's -4.92% return.
WBCIX
-12.96%
-7.43%
-15.18%
-1.04%
12.11%
N/A
DODGX
-4.92%
-8.92%
-12.25%
-0.06%
12.23%
4.70%
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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 Rank
WBCIX
DODGX
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's dividend yield for the trailing twelve months is around 0.12%, less than DODGX's 1.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 0.12% | 0.11% | 0.14% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.59% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
WBCIX vs. DODGX - Drawdown Comparison
The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum DODGX drawdown of -67.34%. 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
William Blair Small-Mid Cap Core Fund (WBCIX) has a higher volatility of 13.64% compared to Dodge & Cox Stock Fund Class I (DODGX) at 11.92%. 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.