Correlation
The correlation between DODEX and FEMKX is 0.61, 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.
DODEX vs. FEMKX
Compare and contrast key facts about Dodge & Cox Emerging Markets Stock Fund (DODEX) and Fidelity Emerging Markets (FEMKX).
DODEX is managed by Dodge & Cox. It was launched on May 10, 2021. FEMKX is managed by Fidelity. It was launched on Nov 1, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODEX or FEMKX.
Performance
DODEX vs. FEMKX - Performance Comparison
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Key characteristics
DODEX:
0.75
FEMKX:
0.30
DODEX:
0.99
FEMKX:
0.46
DODEX:
1.14
FEMKX:
1.06
DODEX:
0.65
FEMKX:
0.15
DODEX:
1.69
FEMKX:
0.68
DODEX:
6.21%
FEMKX:
6.45%
DODEX:
15.95%
FEMKX:
19.65%
DODEX:
-37.03%
FEMKX:
-71.08%
DODEX:
0.00%
FEMKX:
-14.38%
Returns By Period
In the year-to-date period, DODEX achieves a 12.07% return, which is significantly higher than FEMKX's 6.38% return.
DODEX
12.07%
5.75%
10.04%
11.77%
10.27%
N/A
N/A
FEMKX
6.38%
6.69%
4.39%
5.88%
6.63%
6.73%
6.46%
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DODEX vs. FEMKX - Expense Ratio Comparison
DODEX has a 0.70% expense ratio, which is lower than FEMKX's 0.88% expense ratio.
Risk-Adjusted Performance
DODEX vs. FEMKX — Risk-Adjusted Performance Rank
DODEX
FEMKX
DODEX vs. FEMKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Emerging Markets Stock Fund (DODEX) and Fidelity Emerging Markets (FEMKX). 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.
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Dividends
DODEX vs. FEMKX - Dividend Comparison
DODEX's dividend yield for the trailing twelve months is around 1.73%, more than FEMKX's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODEX Dodge & Cox Emerging Markets Stock Fund | 1.73% | 1.94% | 1.92% | 1.89% | 1.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FEMKX Fidelity Emerging Markets | 0.61% | 0.65% | 1.11% | 0.77% | 6.00% | 1.39% | 1.71% | 0.83% | 0.58% | 0.67% | 0.51% | 0.69% |
Drawdowns
DODEX vs. FEMKX - Drawdown Comparison
The maximum DODEX drawdown since its inception was -37.03%, smaller than the maximum FEMKX drawdown of -71.08%. Use the drawdown chart below to compare losses from any high point for DODEX and FEMKX.
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Volatility
DODEX vs. FEMKX - Volatility Comparison
The current volatility for Dodge & Cox Emerging Markets Stock Fund (DODEX) is 2.67%, while Fidelity Emerging Markets (FEMKX) has a volatility of 4.09%. This indicates that DODEX experiences smaller price fluctuations and is considered to be less risky than FEMKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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