DODFX vs. FSOSX
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and Fidelity Series Overseas Fund (FSOSX).
DODFX is managed by Dodge & Cox. FSOSX is managed by Fidelity. It was launched on Jun 21, 2019.
Performance
DODFX vs. FSOSX - Performance Comparison
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DODFX vs. FSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | -1.76% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 8.79% |
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
Returns By Period
In the year-to-date period, DODFX achieves a -1.76% return, which is significantly higher than FSOSX's -5.69% return.
DODFX
- 1D
- -0.06%
- 1M
- -10.86%
- YTD
- -1.76%
- 6M
- 3.38%
- 1Y
- 24.29%
- 3Y*
- 15.85%
- 5Y*
- 9.77%
- 10Y*
- 9.82%
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
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DODFX vs. FSOSX - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is higher than FSOSX's 0.01% expense ratio.
Return for Risk
DODFX vs. FSOSX — Risk / Return Rank
DODFX
FSOSX
DODFX vs. FSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and Fidelity Series Overseas Fund (FSOSX). 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 | FSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.34 | +1.22 |
Sortino ratioReturn per unit of downside risk | 2.02 | 0.58 | +1.44 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.08 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 0.40 | +1.46 |
Martin ratioReturn relative to average drawdown | 7.28 | 1.51 | +5.77 |
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 | FSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.34 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.34 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.43 | -0.04 |
Correlation
The correlation between DODFX and FSOSX is 0.82, 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. FSOSX - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 5.15%, less than FSOSX's 9.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 5.15% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODFX vs. FSOSX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -63.23%, which is greater than FSOSX's maximum drawdown of -35.36%. Use the drawdown chart below to compare losses from any high point for DODFX and FSOSX.
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Drawdown Indicators
| DODFX | FSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.23% | -35.36% | -27.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -12.39% | +0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -35.36% | +10.84% |
Max Drawdown (10Y)Largest decline over 10 years | -44.61% | — | — |
Current DrawdownCurrent decline from peak | -10.86% | -11.89% | +1.03% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -7.90% | -3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 3.31% | -0.31% |
Volatility
DODFX vs. FSOSX - Volatility Comparison
The current volatility for Dodge & Cox International Stock Fund (DODFX) is 6.58%, while Fidelity Series Overseas Fund (FSOSX) has a volatility of 8.28%. This indicates that DODFX experiences smaller price fluctuations and is considered to be less risky than FSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODFX | FSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 8.28% | -1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 9.74% | 11.94% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 18.25% | -3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.78% | 17.35% | -1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.23% | 18.93% | -0.70% |