YAFFX vs. DODGX
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and Dodge & Cox Stock Fund Class I (DODGX).
YAFFX is managed by AMG. It was launched on May 1, 1997. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YAFFX or DODGX.
Correlation
The correlation between YAFFX and DODGX is 0.79, 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
YAFFX vs. DODGX - Performance Comparison
Key characteristics
YAFFX:
-0.38
DODGX:
1.02
YAFFX:
-0.38
DODGX:
1.33
YAFFX:
0.94
DODGX:
1.21
YAFFX:
-0.18
DODGX:
1.15
YAFFX:
-0.79
DODGX:
3.70
YAFFX:
6.16%
DODGX:
3.54%
YAFFX:
12.83%
DODGX:
12.88%
YAFFX:
-55.32%
DODGX:
-67.34%
YAFFX:
-23.44%
DODGX:
-3.70%
Returns By Period
In the year-to-date period, YAFFX achieves a 3.79% return, which is significantly lower than DODGX's 7.54% return. Over the past 10 years, YAFFX has underperformed DODGX with an annualized return of -1.78%, while DODGX has yielded a comparatively higher 5.91% annualized return.
YAFFX
3.79%
2.90%
-10.60%
-5.12%
2.10%
-1.78%
DODGX
7.54%
3.70%
4.05%
13.72%
8.84%
5.91%
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YAFFX vs. DODGX - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
YAFFX vs. DODGX — Risk-Adjusted Performance Rank
YAFFX
DODGX
YAFFX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) 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.
Dividends
YAFFX vs. DODGX - Dividend Comparison
YAFFX's dividend yield for the trailing twelve months is around 1.89%, more than DODGX's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 1.89% | 1.96% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% |
DODGX Dodge & Cox Stock Fund Class I | 1.38% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
YAFFX vs. DODGX - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for YAFFX and DODGX. For additional features, visit the drawdowns tool.
Volatility
YAFFX vs. DODGX - Volatility Comparison
AMG Yacktman Focused Fund (YAFFX) and Dodge & Cox Stock Fund Class I (DODGX) have volatilities of 2.67% and 2.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.