WVALX vs. DOXGX
WVALX (Weitz Value Fund) and DOXGX (Dodge & Cox Stock Fund) are both mutual funds - WVALX is a Large Cap Blend Equities fund managed by Weitz, while DOXGX is a Large Cap Value Equities fund managed by Dodge & Cox. Over the past 3 years, WVALX returned 4.93%/yr vs 14.72%/yr for DOXGX. Their correlation of 0.83 suggests significant overlap in exposure. WVALX charges 1.04%/yr vs 0.41%/yr for DOXGX.
Performance
WVALX vs. DOXGX - Performance Comparison
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Returns By Period
In the year-to-date period, WVALX achieves a -8.15% return, which is significantly lower than DOXGX's 2.71% return.
WVALX
- 1D
- -1.28%
- 1M
- -1.13%
- YTD
- -8.15%
- 6M
- -8.89%
- 1Y
- -5.77%
- 3Y*
- 4.93%
- 5Y*
- 2.52%
- 10Y*
- 9.22%
DOXGX
- 1D
- -0.24%
- 1M
- -1.00%
- YTD
- 2.71%
- 6M
- 2.22%
- 1Y
- 11.13%
- 3Y*
- 14.72%
- 5Y*
- —
- 10Y*
- —
WVALX vs. DOXGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WVALX Weitz Value Fund | -8.15% | -0.21% | 12.76% | 29.72% | -8.29% |
DOXGX Dodge & Cox Stock Fund | 2.71% | 13.77% | 14.47% | 17.60% | -2.46% |
Correlation
The correlation between WVALX and DOXGX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.76 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since May 3, 2022 | 0.83 |
The correlation between WVALX and DOXGX has been stable across timeframes, ranging from 0.76 to 0.83 - a consistent structural relationship.
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Return for Risk
WVALX vs. DOXGX — Risk / Return Rank
WVALX
DOXGX
WVALX vs. DOXGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Value Fund (WVALX) and Dodge & Cox Stock Fund (DOXGX). 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 | DOXGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.36 | ||
| Sortino ratioReturn per unit of downside risk | -1.87 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.18 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.29 | 1.54 | -1.83 |
| Martin ratioReturn relative to average drawdown | -0.76 | 5.40 | -6.16 |
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Drawdowns
WVALX vs. DOXGX - Drawdown Comparison
The maximum WVALX drawdown since its inception was -61.96%, which is greater than DOXGX's maximum drawdown of -16.47%. Use the drawdown chart below to compare losses from any high point for WVALX and DOXGX.
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Drawdown Indicators
| WVALX | DOXGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.96% | -16.47% | -45.49% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -7.51% | -9.94% |
Max Drawdown (3Y)Largest decline over 3 years | -19.92% | -14.88% | -5.04% |
Max Drawdown (5Y)Largest decline over 5 years | -29.36% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -32.57% | — | — |
Current DrawdownCurrent decline from peak | -13.33% | -2.21% | -11.12% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -3.12% | -4.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.64% | 2.14% | +4.50% |
Volatility
WVALX vs. DOXGX - Volatility Comparison
Weitz Value Fund (WVALX) has a higher volatility of 4.90% compared to Dodge & Cox Stock Fund (DOXGX) at 3.79%. This indicates that WVALX's price experiences larger fluctuations and is considered to be riskier than DOXGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WVALX | DOXGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 3.79% | +1.11% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 8.48% | +3.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.54% | 11.50% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.27% | 15.70% | +2.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.28% | 15.70% | +2.58% |
WVALX vs. DOXGX - Expense Ratio Comparison
WVALX has a 1.04% expense ratio, which is higher than DOXGX's 0.41% expense ratio.
Dividends
WVALX vs. DOXGX - Dividend Comparison
WVALX's dividend yield for the trailing twelve months is around 23.76%, more than DOXGX's 9.57% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 9.57% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WVALX Weitz Value Fund | 23.76% | 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 DOXGX 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 (4.90%) compared to DOXGX (3.79%). In terms of maximum drawdown, WVALX dropped -61.96% vs DOXGX's -16.47%.
DOXGX currently has the higher Sharpe Ratio (1.01 vs -0.35), 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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