WOBDX vs. DODIX

The year-to-date returns for both stocks are quite close, with WOBDX having a 1.55% return and DODIX slightly lower at 1.53%. Over the past 10 years, WOBDX has underperformed DODIX with an annualized return of 1.66%, while DODIX has yielded a comparatively higher 2.00% annualized return.

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WOBDX has a 0.50% expense ratio, which is higher than DODIX's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Bond Fund (WOBDX) 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.

The current WOBDX Sharpe Ratio is 0.90, which is comparable to the DODIX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of WOBDX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WOBDX's dividend yield for the trailing twelve months is around 4.03%, less than DODIX's 4.23% yield.

The maximum WOBDX drawdown since its inception was -16.65%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for WOBDX and DODIX. For additional features, visit the drawdowns tool.

The current volatility for JPMorgan Core Bond Fund (WOBDX) is 1.49%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.60%. This indicates that WOBDX 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.