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:
-0.17
DODGX:
0.95
YAFFX:
-0.13
DODGX:
1.24
YAFFX:
0.98
DODGX:
1.20
YAFFX:
-0.08
DODGX:
1.08
YAFFX:
-0.46
DODGX:
3.81
YAFFX:
4.83%
DODGX:
3.25%
YAFFX:
12.91%
DODGX:
12.97%
YAFFX:
-55.32%
DODGX:
-67.34%
YAFFX:
-25.59%
DODGX:
-7.14%
Returns By Period
In the year-to-date period, YAFFX achieves a 0.87% return, which is significantly lower than DODGX's 3.70% return. Over the past 10 years, YAFFX has underperformed DODGX with an annualized return of -1.99%, while DODGX has yielded a comparatively higher 5.94% annualized return.
YAFFX
0.87%
0.65%
-11.37%
-2.54%
0.97%
-1.99%
DODGX
3.70%
4.84%
2.53%
11.22%
7.77%
5.94%
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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 1.94%, more than DODGX's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 1.94% | 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 | 1.43% | 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
The current volatility for AMG Yacktman Focused Fund (YAFFX) is 2.93%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 8.01%. This indicates that YAFFX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.