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 5.72%/yr vs 14.93%/yr for DOXGX. Their correlation of 0.82 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 -3.35% return, which is significantly lower than DOXGX's 7.24% return.
WVALX
- 1D
- 0.78%
- 1M
- 4.11%
- 6M
- -5.74%
- YTD
- -3.35%
- 1Y
- -3.61%
- 3Y*
- 5.72%
- 5Y*
- 2.91%
- 10Y*
- 9.35%
DOXGX
- 1D
- 0.52%
- 1M
- 2.16%
- 6M
- 4.90%
- YTD
- 7.24%
- 1Y
- 13.00%
- 3Y*
- 14.93%
- 5Y*
- —
- 10Y*
- —
WVALX vs. DOXGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
WVALX Weitz Value Fund | -3.35% | -0.21% | 12.76% | 29.72% | -8.29% |
DOXGX Dodge & Cox Stock Fund | 7.24% | 13.77% | 14.47% | 17.60% | -2.46% |
Correlation
The correlation between WVALX and DOXGX is 0.75, 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 | 0.75 |
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 | 0.82 |
The correlation between WVALX and DOXGX has been stable across timeframes, ranging from 0.75 to 0.82 - 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 | -1.38 | ||
| Sortino ratioReturn per unit of downside risk | -1.90 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.19 | -0.23 |
| Calmar ratioReturn relative to maximum drawdown | -0.27 | 1.62 | -1.89 |
| Martin ratioReturn relative to average drawdown | -0.69 | 5.67 | -6.36 |
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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 | -8.81% | 0.00% | -8.81% |
Average DrawdownAverage peak-to-trough decline | -7.74% | -3.10% | -4.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | 2.15% | +4.74% |
Volatility
WVALX vs. DOXGX - Volatility Comparison
Weitz Value Fund (WVALX) has a higher volatility of 4.84% compared to Dodge & Cox Stock Fund (DOXGX) at 3.54%. 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 | 4.84% | 3.54% | +1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 8.55% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.62% | 11.55% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.29% | 15.64% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.22% | 15.64% | +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 22.59%, more than DOXGX's 9.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 9.06% | 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 | 22.59% | 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 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WVALX has higher volatility (4.84%) compared to DOXGX (3.54%). In terms of maximum drawdown, WVALX dropped -61.96% vs DOXGX's -16.47%.
DOXGX currently has the higher Sharpe Ratio (1.06 vs -0.32), 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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