Dodge & Cox Emerging Markets Stock Fund (DODEX) belongs to the Emerging Markets Diversified 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 28 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | DODEX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | DODEX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | DODEX vs EMPTX |
Best Risk-Adjusted Alternatives to DODEX
DODEX has a PortfoliosLab risk / return rank of 92. There are 5 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | DODEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 94 | — | Nov 2021 | DODEX vs FQEMX | |
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | DODEX vs LZEMX | |
| Martin Currie SMA-Shares Series EM Fund | 93 | — | Jan 2018 | DODEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 93 | — | Oct 2021 | DODEX vs GMAQX |
Top Performing DODEX Alternatives (YTD)
DODEX is at 24.32% YTD. There are 56 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 105.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 105.52% | — | Jun 1996 | DODEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 69.03% | — | Nov 2021 | DODEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 52.25% | — | Jan 2018 | DODEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 45.00% | — | Oct 2021 | DODEX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.06% | — | Jan 1994 | DODEX vs GTDDX |
Lowest Volatility Alternatives to DODEX
DODEX has 16.25% 1-year volatility. There are 23 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.53% | — | Oct 2011 | DODEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.41% | — | Dec 2016 | DODEX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.62% | — | Dec 2013 | DODEX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | DODEX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.09% | — | Nov 2013 | DODEX vs EFEIX |
Lowest Drawdown Alternatives to DODEX
DODEX has a 1-year max drawdown of -10.97%. There are 19 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | DODEX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | DODEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | DODEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | DODEX vs GQGPX |
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 | 27 | 7.19% | — | Jan 1965 | DODEX vs DODGX | |
| Dodge & Cox Income Fund | Intermediate Core-Plus Bond | 24 | 0.18% | — | — | DODEX vs DODIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed | 70 | 13.85% | — | May 2001 | DODEX vs DODFX | |
| Dodge & Cox Balanced Fund Class I | Diversified Portfolio | 35 | 4.90% | — | Jun 1931 | DODEX vs DODBX | |
| Dodge & Cox Global Bond Fund Class I | Global Bonds | 27 | 1.07% | — | Apr 2014 | DODEX vs DODLX | |
| Dodge & Cox Stock Fund | Large Cap Value Equities | 27 | 7.24% | — | Apr 1965 | DODEX vs DOXGX | |
| Dodge & Cox International Stock X | Foreign Large Cap Equities | 71 | 13.91% | — | Jan 2001 | DODEX vs DOXFX | |
| Dodge & Cox Global Stock Fund Class I | Global Equities | 53 | 11.07% | — | May 2008 | DODEX vs DODWX | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 13 | -0.85% | — | May 2022 | DODEX vs DOXIX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 20 | 0.39% | — | May 2014 | DODEX vs DOXLX |
Often Compared With DODEX
Investors most often compare DODEX with FEMKX, EELV, SCHD. These 20 comparison targets span 12 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