WPVLX vs. DODGX
Compare and contrast key facts about Weitz Partners Value Fund (WPVLX) and Dodge & Cox Stock Fund Class I (DODGX).
WPVLX is managed by Weitz. It was launched on Jun 1, 1983. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
WPVLX vs. DODGX - Performance Comparison
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WPVLX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | -8.30% | 3.15% | 15.68% | 17.83% | -21.28% | 23.67% | 7.53% | 33.31% | -11.48% | 11.45% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, WPVLX achieves a -8.30% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, WPVLX has underperformed DODGX with an annualized return of 6.33%, while DODGX has yielded a comparatively higher 12.55% annualized return.
WPVLX
- 1D
- 2.23%
- 1M
- -6.55%
- YTD
- -8.30%
- 6M
- -9.51%
- 1Y
- -6.31%
- 3Y*
- 8.12%
- 5Y*
- 2.77%
- 10Y*
- 6.33%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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WPVLX vs. DODGX - Expense Ratio Comparison
WPVLX has a 1.09% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Return for Risk
WPVLX vs. DODGX — Risk / Return Rank
WPVLX
DODGX
WPVLX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Partners Value Fund (WPVLX) and Dodge & Cox Stock Fund Class I (DODGX). 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.
| WPVLX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.35 | 0.49 | -0.84 |
Sortino ratioReturn per unit of downside risk | -0.39 | 0.78 | -1.17 |
Omega ratioGain probability vs. loss probability | 0.95 | 1.11 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.41 | 0.60 | -1.01 |
Martin ratioReturn relative to average drawdown | -1.27 | 2.50 | -3.76 |
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
| WPVLX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.35 | 0.49 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.59 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.65 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.62 | -0.09 |
Correlation
The correlation between WPVLX and DODGX is 0.72, 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
WPVLX vs. DODGX - Dividend Comparison
WPVLX's dividend yield for the trailing twelve months is around 9.85%, which matches DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WPVLX Weitz Partners Value Fund | 9.85% | 9.03% | 7.76% | 1.80% | 7.32% | 6.72% | 10.93% | 7.09% | 9.27% | 2.32% | 0.00% | 13.92% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
WPVLX vs. DODGX - Drawdown Comparison
The maximum WPVLX drawdown since its inception was -59.01%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for WPVLX and DODGX.
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Drawdown Indicators
| WPVLX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.01% | -63.24% | +4.23% |
Max Drawdown (1Y)Largest decline over 1 year | -13.44% | -12.23% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -28.45% | -21.85% | -6.60% |
Max Drawdown (10Y)Largest decline over 10 years | -39.62% | -40.41% | +0.79% |
Current DrawdownCurrent decline from peak | -11.10% | -5.31% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -7.51% | -7.53% | +0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 2.94% | +1.40% |
Volatility
WPVLX vs. DODGX - Volatility Comparison
Weitz Partners Value Fund (WPVLX) has a higher volatility of 5.07% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. This indicates that WPVLX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WPVLX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.07% | 4.23% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 8.72% | +1.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.49% | 16.33% | +1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 16.05% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.54% | 19.25% | -0.71% |