DODFX vs. FINVX
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and Fidelity Series International Value Fund (FINVX).
DODFX is managed by Dodge & Cox. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
DODFX vs. FINVX - Performance Comparison
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DODFX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
FINVX Fidelity Series International Value Fund | 1.28% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Returns By Period
In the year-to-date period, DODFX achieves a 0.73% return, which is significantly lower than FINVX's 1.28% return. Both investments have delivered pretty close results over the past 10 years, with DODFX having a 10.09% annualized return and FINVX not far ahead at 10.36%.
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
FINVX
- 1D
- 2.66%
- 1M
- -5.05%
- YTD
- 1.28%
- 6M
- 7.30%
- 1Y
- 29.10%
- 3Y*
- 21.23%
- 5Y*
- 13.43%
- 10Y*
- 10.36%
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DODFX vs. FINVX - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
DODFX vs. FINVX — Risk / Return Rank
DODFX
FINVX
DODFX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and Fidelity Series International Value Fund (FINVX). 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.
| DODFX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.68 | +0.14 |
Sortino ratioReturn per unit of downside risk | 2.34 | 2.23 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.34 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 2.41 | -0.10 |
Martin ratioReturn relative to average drawdown | 8.74 | 9.65 | -0.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODFX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.68 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.81 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.58 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.35 | +0.04 |
Correlation
The correlation between DODFX and FINVX is 0.92, 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.
Dividends
DODFX vs. FINVX - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 5.02%, less than FINVX's 11.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
FINVX Fidelity Series International Value Fund | 11.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
DODFX vs. FINVX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -63.23%, which is greater than FINVX's maximum drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for DODFX and FINVX.
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Drawdown Indicators
| DODFX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.23% | -42.48% | -20.75% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -11.66% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -27.13% | +2.61% |
Max Drawdown (10Y)Largest decline over 10 years | -44.61% | -42.48% | -2.13% |
Current DrawdownCurrent decline from peak | -8.60% | -6.84% | -1.76% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -9.11% | -2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.91% | +0.11% |
Volatility
DODFX vs. FINVX - Volatility Comparison
The current volatility for Dodge & Cox International Stock Fund (DODFX) is 7.14%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.58%. This indicates that DODFX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODFX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 7.58% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 10.99% | -0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 17.67% | -2.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 16.62% | -0.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 18.01% | +0.24% |