WOBDX vs. DODIX
Compare and contrast key facts about JPMorgan Core Bond Fund (WOBDX) and Dodge & Cox Income Fund (DODIX).
WOBDX is managed by JPMorgan Chase. It was launched on May 31, 1991. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WOBDX or DODIX.
Correlation
The correlation between WOBDX and DODIX is 0.86, 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.
Performance
WOBDX vs. DODIX - Performance Comparison
Key characteristics
WOBDX:
1.39
DODIX:
1.28
WOBDX:
2.08
DODIX:
1.90
WOBDX:
1.24
DODIX:
1.22
WOBDX:
0.56
DODIX:
0.67
WOBDX:
3.48
DODIX:
3.20
WOBDX:
2.05%
DODIX:
2.21%
WOBDX:
5.12%
DODIX:
5.55%
WOBDX:
-18.25%
DODIX:
-18.50%
WOBDX:
-4.89%
DODIX:
-2.14%
Returns By Period
In the year-to-date period, WOBDX achieves a 3.95% return, which is significantly higher than DODIX's 3.73% return. Over the past 10 years, WOBDX has underperformed DODIX with an annualized return of 1.48%, while DODIX has yielded a comparatively higher 2.19% annualized return.
WOBDX
3.95%
1.59%
1.87%
7.34%
0.04%
1.48%
DODIX
3.73%
1.35%
1.21%
7.45%
1.38%
2.19%
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WOBDX vs. DODIX - Expense Ratio Comparison
WOBDX has a 0.50% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
WOBDX vs. DODIX — Risk-Adjusted Performance Rank
WOBDX
DODIX
WOBDX vs. DODIX - Risk-Adjusted Performance Comparison
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.
Dividends
WOBDX vs. DODIX - Dividend Comparison
WOBDX's dividend yield for the trailing twelve months is around 3.88%, less than DODIX's 4.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WOBDX JPMorgan Core Bond Fund | 3.88% | 3.96% | 3.49% | 2.68% | 2.07% | 2.36% | 2.77% | 2.80% | 2.66% | 2.47% | 2.34% | 2.53% |
DODIX Dodge & Cox Income Fund | 4.14% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
WOBDX vs. DODIX - Drawdown Comparison
The maximum WOBDX drawdown since its inception was -18.25%, roughly equal to 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.
Volatility
WOBDX vs. DODIX - Volatility Comparison
The current volatility for JPMorgan Core Bond Fund (WOBDX) is 1.26%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.38%. 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.