WHGLX vs. DODFX
Compare and contrast key facts about Westwood Quality Value Fund (WHGLX) and Dodge & Cox International Stock Fund (DODFX).
WHGLX is managed by Westwood. It was launched on Jun 28, 2006. DODFX is managed by Dodge & Cox.
Performance
WHGLX vs. DODFX - Performance Comparison
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WHGLX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WHGLX Westwood Quality Value Fund | 0.00% | 5.73% | 10.52% | 8.91% | -5.64% | 23.73% | 2.71% | 27.34% | -6.18% | 20.86% |
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
Over the past 10 years, WHGLX has underperformed DODFX with an annualized return of 9.13%, while DODFX has yielded a comparatively higher 10.09% annualized return.
WHGLX
- 1D
- 1.65%
- 1M
- -4.95%
- YTD
- 0.00%
- 6M
- 0.87%
- 1Y
- 5.81%
- 3Y*
- 8.69%
- 5Y*
- 6.52%
- 10Y*
- 9.13%
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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WHGLX vs. DODFX - Expense Ratio Comparison
WHGLX has a 0.65% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
WHGLX vs. DODFX — Risk / Return Rank
WHGLX
DODFX
WHGLX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Quality Value Fund (WHGLX) 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.
| WHGLX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.44 | 1.82 | -1.38 |
Sortino ratioReturn per unit of downside risk | 0.67 | 2.34 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.36 | -0.27 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 2.31 | -1.72 |
Martin ratioReturn relative to average drawdown | 2.47 | 8.74 | -6.27 |
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
| WHGLX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | 1.82 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.64 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.55 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.39 | +0.03 |
Correlation
The correlation between WHGLX and DODFX is 0.77, 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
WHGLX vs. DODFX - Dividend Comparison
WHGLX's dividend yield for the trailing twelve months is around 21.91%, more than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGLX Westwood Quality Value Fund | 21.91% | 21.91% | 7.64% | 3.78% | 1.52% | 17.70% | 5.86% | 4.63% | 12.36% | 6.53% | 4.04% | 10.08% |
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
WHGLX vs. DODFX - Drawdown Comparison
The maximum WHGLX drawdown since its inception was -51.00%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for WHGLX and DODFX.
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Drawdown Indicators
| WHGLX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.00% | -63.23% | +12.23% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -11.42% | +1.74% |
Max Drawdown (5Y)Largest decline over 5 years | -16.62% | -24.52% | +7.90% |
Max Drawdown (10Y)Largest decline over 10 years | -36.32% | -44.61% | +8.29% |
Current DrawdownCurrent decline from peak | -5.18% | -8.60% | +3.42% |
Average DrawdownAverage peak-to-trough decline | -7.72% | -11.72% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.32% | 3.02% | -0.70% |
Volatility
WHGLX vs. DODFX - Volatility Comparison
The current volatility for Westwood Quality Value Fund (WHGLX) is 4.01%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that WHGLX experiences smaller price fluctuations and is considered to be less risky 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
| WHGLX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 7.14% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 7.52% | 10.03% | -2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.99% | 15.17% | -2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.84% | 15.81% | -1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.24% | 18.25% | -2.01% |