I like Dodge & Cox but 2 of their funds are closed. Vanguard has similar funds as these in Windsor II and Wellington at slightly lower fees. Would you go with the open Vanguard funds?
2007-02-14 00:57:03 · 4 answers · asked by Bill Spry 4 in Business & Finance ➔ Investing
I would compare the track records of both sets of funds. If similar, then check the holdings. If they are similar, you can reasonably expect similar continued rates of return.
I'd also check turnover to see how tax efficient each is.
2007-02-14 01:09:51 · answer #1 · answered by Father Knows Best 3 · 0⤊ 0⤋
It is difficult to compare the funds. Dodge and Cox has a management team that is unbelievable. Vanguard has a different method of splitting responsibility. Even if the funds are currently in the same portfolio of assets, I would expect that the D&C fund would outperform the Vanguard funds. If you are looking for a great place to stick some money look at the D&C International Fund.
2007-02-15 09:19:51 · answer #2 · answered by Charles C 2 · 0⤊ 0⤋
Both are good funds, but make sure it is the Windsor 2, Windsor 1 was a dog. You are right Dodge & Cox were great but are closed. You could certainly do worse, and if you qualify for the Admiral shares the costs are even lower. If I weren't investing directly into individual companies, these two are on my short list (but if Dodge & Cox open again, the list suddenly gets a great deal shorter). Good luck.
2007-02-14 02:42:37 · answer #3 · answered by Rabbit 7 · 2⤊ 0⤋
Compare with Lipper Balanced Fund Index. Still a month left if you want to compare annual returns. Right now it is down for the year. I personally prefer Oakmark equity and income fund. DODIX is down 4% this year, OAKBX is up nearly 14%.
2016-03-29 06:06:04 · answer #4 · answered by Anonymous · 0⤊ 0⤋