DODBX vs. FSMEX
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. FSMEX is managed by Fidelity. It was launched on Apr 28, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODBX or FSMEX.
Key characteristics
| DODBX | FSMEX | |
|---|---|---|
| YTD Return | 12.60% | 9.12% |
| 1Y Return | 21.72% | 27.04% |
| 3Y Return (Ann) | 5.73% | -7.89% |
| 5Y Return (Ann) | 9.53% | 3.77% |
| 10Y Return (Ann) | 8.52% | 6.52% |
| Sharpe Ratio | 3.07 | 1.64 |
| Sortino Ratio | 4.45 | 2.33 |
| Omega Ratio | 1.58 | 1.29 |
| Calmar Ratio | 3.53 | 0.61 |
| Martin Ratio | 22.66 | 6.14 |
| Ulcer Index | 0.95% | 4.24% |
| Daily Std Dev | 7.06% | 15.86% |
| Max Drawdown | -50.21% | -43.45% |
| Current Drawdown | 0.00% | -24.32% |
Correlation
The correlation between DODBX and FSMEX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DODBX vs. FSMEX - Performance Comparison
In the year-to-date period, DODBX achieves a 12.60% return, which is significantly higher than FSMEX's 9.12% return. Over the past 10 years, DODBX has outperformed FSMEX with an annualized return of 8.52%, while FSMEX has yielded a comparatively lower 6.52% 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. FSMEX - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is lower than FSMEX's 0.68% expense ratio.
Risk-Adjusted Performance
DODBX vs. FSMEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Fidelity Select Medical Technology and Devices Portfolio (FSMEX). 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. FSMEX - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 2.68%, while FSMEX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 2.68% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% | 1.68% |
FSMEX Fidelity Select Medical Technology and Devices Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.18% | 0.00% | 11.71% | 5.17% | 9.84% |
Drawdowns
DODBX vs. FSMEX - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.21%, which is greater than FSMEX's maximum drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for DODBX and FSMEX. For additional features, visit the drawdowns tool.
Volatility
DODBX vs. FSMEX - Volatility Comparison
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 2.04%, while Fidelity Select Medical Technology and Devices Portfolio (FSMEX) has a volatility of 4.10%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than FSMEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.