WVALX vs. DODGX
WVALX (Weitz Value Fund) and DODGX (Dodge & Cox Stock Fund Class I) are both mutual funds - WVALX is a Large Cap Blend Equities fund managed by Weitz, while DODGX is a Large Cap Value Equities fund actively managed by Dodge & Cox. Over the past 10 years, WVALX returned 9.39%/yr vs 13.08%/yr for DODGX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. WVALX charges 1.04%/yr vs 0.51%/yr for DODGX.
Performance
WVALX vs. DODGX - Performance Comparison
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Returns By Period
In the year-to-date period, WVALX achieves a -2.44% return, which is significantly lower than DODGX's 9.15% return. Over the past 10 years, WVALX has underperformed DODGX with an annualized return of 9.39%, while DODGX has yielded a comparatively higher 13.08% annualized return.
WVALX
- 1D
- 0.36%
- 1M
- 1.16%
- 6M
- -0.87%
- YTD
- -2.44%
- 1Y
- -0.18%
- 3Y*
- 5.20%
- 5Y*
- 2.73%
- 10Y*
- 9.39%
- ALL TIME*
- 9.10%
DODGX
- 1D
- -0.11%
- 1M
- 2.59%
- 6M
- 7.53%
- YTD
- 9.15%
- 1Y
- 18.56%
- 3Y*
- 14.02%
- 5Y*
- 10.20%
- 10Y*
- 13.08%
- ALL TIME*
- 11.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
WVALX Weitz Value Fund | $0.00 | $0.00 | $0.00 |
WVALX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WVALX Weitz Value Fund | -2.44% | -0.21% | 12.76% | 29.72% | -22.89% | 26.86% | 18.41% | 34.16% | -4.88% | 15.60% |
DODGX Dodge & Cox Stock Fund Class I | 9.15% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Correlation
The correlation between WVALX and DODGX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.82 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since May 9, 1986 | 0.78 |
The correlation between WVALX and DODGX has been stable across timeframes, ranging from 0.76 to 0.82 - a consistent structural relationship.
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Return for Risk
WVALX vs. DODGX — Risk / Return Rank
WVALX
DODGX
WVALX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Value Fund (WVALX) 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.
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.
| WVALX | DODGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -2.06 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.23 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 2.05 | -2.18 |
| Martin ratioReturn relative to average drawdown | -0.34 | 7.50 | -7.84 |
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Drawdowns
WVALX vs. DODGX - Drawdown Comparison
The maximum WVALX drawdown since its inception was -61.96%, roughly equal to the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for WVALX and DODGX.
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Drawdown Indicators
| WVALX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.96% | -63.24% | +1.28% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -7.48% | -9.97% |
Max Drawdown (3Y)Largest decline over 3 years | -19.92% | -14.89% | -5.03% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | -21.85% | -7.51% |
Max Drawdown (10Y)Largest decline over 10 years | -32.57% | -40.41% | +7.84% |
Current DrawdownCurrent decline from peak | -7.95% | -0.45% | -7.50% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -7.49% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.99% | 2.06% | +4.93% |
Volatility
WVALX vs. DODGX - Volatility Comparison
Weitz Value Fund (WVALX) has a higher volatility of 4.34% compared to Dodge & Cox Stock Fund Class I (DODGX) at 3.37%. This indicates that WVALX'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
| WVALX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.34% | 3.37% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 8.41% | +3.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 11.52% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.32% | 15.88% | +2.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 19.09% | -0.84% |
WVALX vs. DODGX - Expense Ratio Comparison
WVALX has a 1.04% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Dividends
WVALX vs. DODGX - Dividend Comparison
WVALX's dividend yield for the trailing twelve months is around 22.38%, more than DODGX's 8.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 8.80% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
WVALX Weitz Value Fund | 22.38% | 21.83% | 11.03% | 5.38% | 14.15% | 3.77% | 9.12% | 4.70% | 10.95% | 7.16% | 0.00% | 12.93% |
Frequently Asked Questions
WVALX and DODGX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WVALX has higher volatility (4.34%) compared to DODGX (3.37%). In terms of maximum drawdown, WVALX dropped -61.96% vs DODGX's -63.24%.
DODGX currently has the higher Sharpe Ratio (1.33 vs -0.16), 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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