Dodge & Cox Emerging Markets Stock Fund (DODEX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DODEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DODEX
DODEX charges 0.70% annually. There are 37 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | DODEX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | DODEX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | DODEX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | DODEX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | DODEX vs FPADX |
Best Risk-Adjusted Alternatives to DODEX
DODEX has a PortfoliosLab risk / return rank of 90. There are 7 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | DODEX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | DODEX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | DODEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | DODEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | DODEX vs DEMCX |
Top Performing DODEX Alternatives (YTD)
DODEX is at 21.50% YTD. There are 52 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | DODEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | DODEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | DODEX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | DODEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | DODEX vs GMAQX |
Lowest Volatility Alternatives to DODEX
DODEX has 17.26% 1-year volatility. There are 44 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | DODEX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | DODEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | DODEX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | DODEX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | DODEX vs FGKPX |
Lowest Drawdown Alternatives to DODEX
DODEX has a 1-year max drawdown of -10.97%. There are 27 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | DODEX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | DODEX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | DODEX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DODEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DODEX vs COBYX |
Other Mutual Funds from Dodge & Cox
The 10 most viewed Dodge & Cox mutual funds shown here include DODGX, DODIX, DODFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 60 | 9.94% | — | Jan 1965 | DODEX vs DODGX | |
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 18 | -0.78% | — | — | DODEX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 82 | 14.88% | — | May 2001 | DODEX vs DODFX | |
| Dodge & Cox Balanced Fund Class I | Diversified Portfolio | 69 | 6.48% | — | Jun 1931 | DODEX vs DODBX | |
| Dodge & Cox Global Bond Fund Class I | Global Bonds | 28 | 0.61% | — | Apr 2014 | DODEX vs DODLX | |
| Dodge & Cox Stock Fund Class X | Large Cap Value Equities, Actively Managed | 60 | 10.00% | — | May 2022 | DODEX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 82 | 15.01% | — | Jan 2001 | DODEX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 81 | 12.71% | — | May 2008 | DODEX vs DODWX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 10 | -1.80% | — | May 2022 | DODEX vs DOXIX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 22 | -0.06% | — | May 2014 | DODEX vs DOXLX |
Often Compared With DODEX
Investors most often compare DODEX with FEMKX, EELV, SCHD. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare DODEX with Any Fund or Stock
Compare DODEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DODEX with funds that move differently
Dodge & Cox Emerging Markets Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DODEX.
Explore DODEX Diversifiers