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 0.84, 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.
Performance
WBCIX vs. DODGX - Performance Comparison
Key characteristics
WBCIX:
0.03
DODGX:
0.11
WBCIX:
0.14
DODGX:
0.33
WBCIX:
1.02
DODGX:
1.05
WBCIX:
-0.01
DODGX:
0.15
WBCIX:
-0.02
DODGX:
0.48
WBCIX:
7.86%
DODGX:
5.96%
WBCIX:
21.65%
DODGX:
17.84%
WBCIX:
-39.56%
DODGX:
-67.34%
WBCIX:
-14.46%
DODGX:
-10.45%
Returns By Period
WBCIX
-7.57%
13.27%
-10.80%
0.62%
11.93%
N/A
DODGX
0.00%
10.56%
-9.36%
1.96%
12.59%
5.14%
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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 1.46%, less than DODGX's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 1.46% | 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 | 1.52% | 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 11.05% compared to Dodge & Cox Stock Fund Class I (DODGX) at 8.94%. 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.