WCPNX vs. DODIX
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and Dodge & Cox Income Fund (DODIX).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. DODIX is managed by Dodge & Cox.
Performance
WCPNX vs. DODIX - Performance Comparison
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WCPNX vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | -0.37% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
DODIX Dodge & Cox Income Fund | 0.12% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Returns By Period
In the year-to-date period, WCPNX achieves a -0.37% return, which is significantly lower than DODIX's 0.12% return. Over the past 10 years, WCPNX has outperformed DODIX with an annualized return of 3.42%, while DODIX has yielded a comparatively lower 3.06% annualized return.
WCPNX
- 1D
- 0.10%
- 1M
- -1.53%
- YTD
- -0.37%
- 6M
- 0.53%
- 1Y
- 3.90%
- 3Y*
- 5.06%
- 5Y*
- 1.95%
- 10Y*
- 3.42%
DODIX
- 1D
- 0.08%
- 1M
- -1.41%
- YTD
- 0.12%
- 6M
- 0.94%
- 1Y
- 5.09%
- 3Y*
- 5.01%
- 5Y*
- 1.40%
- 10Y*
- 3.06%
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WCPNX vs. DODIX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Return for Risk
WCPNX vs. DODIX — Risk / Return Rank
WCPNX
DODIX
WCPNX vs. DODIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) and Dodge & Cox Income Fund (DODIX). 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.
| WCPNX | DODIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.10 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.57 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.20 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.85 | -0.35 |
Martin ratioReturn relative to average drawdown | 4.19 | 5.42 | -1.23 |
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
| WCPNX | DODIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.10 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.26 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.69 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 1.48 | -0.63 |
Correlation
The correlation between WCPNX and DODIX is 0.88, 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
WCPNX vs. DODIX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 4.47%, more than DODIX's 4.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 4.47% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
DODIX Dodge & Cox Income Fund | 4.27% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
Drawdowns
WCPNX vs. DODIX - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.63%, smaller than the maximum DODIX drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for WCPNX and DODIX.
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Drawdown Indicators
| WCPNX | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.63% | -16.89% | +3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -2.74% | -2.94% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -13.63% | -16.89% | +3.26% |
Max Drawdown (10Y)Largest decline over 10 years | -13.63% | -16.89% | +3.26% |
Current DrawdownCurrent decline from peak | -2.03% | -2.02% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -2.20% | -1.50% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 1.00% | -0.02% |
Volatility
WCPNX vs. DODIX - Volatility Comparison
The current volatility for Weitz Core Plus Income Fund (WCPNX) is 1.58%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.83%. This indicates that WCPNX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WCPNX | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.83% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 2.47% | 2.80% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.16% | 4.60% | -0.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.95% | 5.51% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 4.42% | -0.28% |