DODBX vs. FBALX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Fidelity Balanced Fund (FBALX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. FBALX is managed by Fidelity. It was launched on Nov 6, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODBX or FBALX.
Key characteristics
| DODBX | FBALX | |
|---|---|---|
| YTD Return | 12.75% | 17.72% |
| 1Y Return | 21.73% | 26.78% |
| 3Y Return (Ann) | 5.77% | 4.92% |
| 5Y Return (Ann) | 9.55% | 11.79% |
| 10Y Return (Ann) | 8.53% | 9.83% |
| Sharpe Ratio | 3.10 | 3.10 |
| Sortino Ratio | 4.50 | 4.39 |
| Omega Ratio | 1.59 | 1.59 |
| Calmar Ratio | 3.57 | 2.76 |
| Martin Ratio | 22.92 | 20.73 |
| Ulcer Index | 0.95% | 1.30% |
| Daily Std Dev | 7.06% | 8.71% |
| Max Drawdown | -50.21% | -42.81% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between DODBX and FBALX is 0.84, 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
DODBX vs. FBALX - Performance Comparison
In the year-to-date period, DODBX achieves a 12.75% return, which is significantly lower than FBALX's 17.72% return. Over the past 10 years, DODBX has underperformed FBALX with an annualized return of 8.53%, while FBALX has yielded a comparatively higher 9.83% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DODBX vs. FBALX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than FBALX's 0.51% expense ratio.
Risk-Adjusted Performance
DODBX vs. FBALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Fidelity Balanced Fund (FBALX). 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
DODBX vs. FBALX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 2.67%, less than FBALX's 4.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 2.67% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% | 1.68% |
FBALX Fidelity Balanced Fund | 4.55% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% | 7.31% |
Drawdowns
DODBX vs. FBALX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.21%, which is greater than FBALX's maximum drawdown of -42.81%. Use the drawdown chart below to compare losses from any high point for DODBX and FBALX. For additional features, visit the drawdowns tool.
Volatility
DODBX vs. FBALX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 2.03%, while Fidelity Balanced Fund (FBALX) has a volatility of 2.61%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.