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 0.80, 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:
-0.42
DODGX:
0.72
YAFFX:
-0.42
DODGX:
0.96
YAFFX:
0.92
DODGX:
1.15
YAFFX:
-0.38
DODGX:
0.80
YAFFX:
-2.08
DODGX:
5.33
YAFFX:
2.95%
DODGX:
1.73%
YAFFX:
14.45%
DODGX:
12.83%
YAFFX:
-55.32%
DODGX:
-63.25%
YAFFX:
-16.12%
DODGX:
-11.51%
Returns By Period
In the year-to-date period, YAFFX achieves a -8.18% return, which is significantly lower than DODGX's 8.04% return. Over the past 10 years, YAFFX has underperformed DODGX with an annualized return of 7.58%, while DODGX has yielded a comparatively higher 10.05% annualized return.
YAFFX
-8.18%
-13.25%
-11.08%
-6.65%
6.20%
7.58%
DODGX
8.04%
-9.57%
0.58%
8.36%
10.88%
10.05%
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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 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 has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 0.00% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% | 0.55% |
DODGX Dodge & Cox Stock Fund Class I | 1.20% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
YAFFX vs. DODGX - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, smaller than the maximum DODGX drawdown of -63.25%. 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) has a higher volatility of 10.79% compared to Dodge & Cox Stock Fund Class I (DODGX) at 7.52%. This indicates that YAFFX'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.