WCPNX vs. DODIX
WCPNX (Weitz Core Plus Income Fund) and DODIX (Dodge & Cox Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, WCPNX returned 3.22%/yr vs 2.95%/yr for DODIX. Their correlation of 0.88 suggests significant overlap in exposure. WCPNX charges 0.89%/yr vs 0.41%/yr for DODIX.
Performance
WCPNX vs. DODIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with WCPNX having a 1.11% return and DODIX slightly lower at 1.06%. Over the past 10 years, WCPNX has outperformed DODIX with an annualized return of 3.22%, while DODIX has yielded a comparatively lower 2.95% annualized return.
WCPNX
- 1D
- 0.42%
- 1M
- 1.05%
- YTD
- 1.11%
- 6M
- 1.42%
- 1Y
- 5.20%
- 3Y*
- 5.54%
- 5Y*
- 1.93%
- 10Y*
- 3.22%
DODIX
- 1D
- 0.55%
- 1M
- 0.94%
- YTD
- 1.06%
- 6M
- 0.99%
- 1Y
- 5.43%
- 3Y*
- 5.31%
- 5Y*
- 1.32%
- 10Y*
- 2.95%
WCPNX vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 1.11% | 7.89% | 4.10% | 7.00% | -9.92% | 1.60% | 10.18% | 7.39% | 1.49% | 2.83% |
DODIX Dodge & Cox Income Fund | 1.06% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Correlation
The correlation between WCPNX and DODIX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2014 | 0.88 |
The correlation between WCPNX and DODIX has been stable across timeframes, ranging from 0.88 to 0.93 - a consistent structural relationship.
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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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WCPNX | DODIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.06 | ||
| Sortino ratioReturn per unit of downside risk | +0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.94 | 1.74 | +0.20 |
| Martin ratioReturn relative to average drawdown | 5.87 | 4.93 | +0.93 |
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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% | -3.17% | +0.43% |
Max Drawdown (3Y)Largest decline over 3 years | -5.17% | -5.68% | +0.51% |
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 | -0.58% | -1.09% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -2.18% | -1.50% | -0.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.91% | 1.12% | -0.21% |
Volatility
WCPNX vs. DODIX - Volatility Comparison
Weitz Core Plus Income Fund (WCPNX) and Dodge & Cox Income Fund (DODIX) have volatilities of 1.16% and 1.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 1.16% | 1.22% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 2.89% | 3.10% | -0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.76% | 4.08% | -0.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.01% | 5.57% | -0.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.18% | 4.46% | -0.28% |
WCPNX vs. DODIX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Dividends
WCPNX vs. DODIX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 4.87%, more than DODIX's 3.16% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 3.16% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
WCPNX Weitz Core Plus Income Fund | 4.87% | 5.26% | 6.15% | 4.92% | 3.04% | 2.51% | 5.07% | 2.95% | 2.55% | 2.41% | 3.72% | 1.96% |
Frequently Asked Questions
WCPNX and DODIX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DODIX has higher volatility (1.22%) compared to WCPNX (1.16%). In terms of maximum drawdown, WCPNX dropped -13.63% vs DODIX's -16.89%.
WCPNX currently has the higher Sharpe Ratio (1.42 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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