WCMIX vs. DODFX
Compare and contrast key facts about WCM Focused International Growth Fund (WCMIX) and Dodge & Cox International Stock Fund (DODFX).
WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011. DODFX is managed by Dodge & Cox.
Performance
WCMIX vs. DODFX - Performance Comparison
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WCMIX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | -1.25% | 20.92% | 6.96% | 16.56% | -28.90% | 17.08% | 32.80% | 35.19% | -7.37% | 31.24% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, WCMIX achieves a -1.25% return, which is significantly lower than DODFX's 0.73% return. Both investments have delivered pretty close results over the past 10 years, with WCMIX having a 10.51% annualized return and DODFX not far behind at 10.09%.
WCMIX
- 1D
- 3.11%
- 1M
- -8.86%
- YTD
- -1.25%
- 6M
- -6.26%
- 1Y
- 12.83%
- 3Y*
- 10.42%
- 5Y*
- 3.98%
- 10Y*
- 10.51%
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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WCMIX vs. DODFX - Expense Ratio Comparison
WCMIX has a 1.04% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
WCMIX vs. DODFX — Risk / Return Rank
WCMIX
DODFX
WCMIX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WCM Focused International Growth Fund (WCMIX) and Dodge & Cox International Stock Fund (DODFX). 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.
| WCMIX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 1.82 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.08 | 2.34 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.36 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 2.31 | -1.48 |
Martin ratioReturn relative to average drawdown | 2.48 | 8.74 | -6.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WCMIX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 1.82 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.20 | 0.64 | -0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.39 | +0.10 |
Correlation
The correlation between WCMIX and DODFX is 0.79, 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
WCMIX vs. DODFX - Dividend Comparison
WCMIX's dividend yield for the trailing twelve months is around 5.81%, more than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCMIX WCM Focused International Growth Fund | 5.81% | 5.73% | 12.78% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
WCMIX vs. DODFX - Drawdown Comparison
The maximum WCMIX drawdown since its inception was -39.69%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for WCMIX and DODFX.
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Drawdown Indicators
| WCMIX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.69% | -63.23% | +23.54% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -11.42% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | -39.69% | -24.52% | -15.17% |
Max Drawdown (10Y)Largest decline over 10 years | -39.69% | -44.61% | +4.92% |
Current DrawdownCurrent decline from peak | -10.13% | -8.60% | -1.53% |
Average DrawdownAverage peak-to-trough decline | -7.54% | -11.72% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 3.02% | +1.32% |
Volatility
WCMIX vs. DODFX - Volatility Comparison
WCM Focused International Growth Fund (WCMIX) has a higher volatility of 8.90% compared to Dodge & Cox International Stock Fund (DODFX) at 7.14%. This indicates that WCMIX's price experiences larger fluctuations and is considered to be riskier than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCMIX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.90% | 7.14% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 10.03% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.81% | 15.17% | +5.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 15.81% | +3.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.87% | 18.25% | +0.62% |