Correlation
The correlation between WBCIX and DODGX is 0.84, 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.
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.
Performance
WBCIX vs. DODGX - Performance Comparison
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Key characteristics
WBCIX:
0.06
DODGX:
0.68
WBCIX:
0.19
DODGX:
1.00
WBCIX:
1.03
DODGX:
1.15
WBCIX:
0.02
DODGX:
0.73
WBCIX:
0.07
DODGX:
2.82
WBCIX:
8.36%
DODGX:
3.88%
WBCIX:
21.93%
DODGX:
16.86%
WBCIX:
-39.56%
DODGX:
-63.24%
WBCIX:
-13.91%
DODGX:
-3.53%
Returns By Period
In the year-to-date period, WBCIX achieves a -6.98% return, which is significantly lower than DODGX's 3.75% return.
WBCIX
-6.98%
3.49%
-13.72%
1.20%
3.80%
10.56%
N/A
DODGX
3.75%
3.56%
-2.82%
9.48%
9.85%
16.92%
10.80%
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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.
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Dividends
WBCIX vs. DODGX - Dividend Comparison
WBCIX's dividend yield for the trailing twelve months is around 1.45%, less than DODGX's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 1.45% | 1.35% | 0.15% | 0.00% | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 7.27% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.67% | 9.69% | 6.78% | 6.56% | 6.17% | 2.96% |
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.
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Volatility
WBCIX vs. DODGX - Volatility Comparison
William Blair Small-Mid Cap Core Fund (WBCIX) has a higher volatility of 5.49% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.26%. 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.
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