DODGX vs. FXAIX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Fidelity 500 Index Fund (FXAIX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODGX or FXAIX.
Correlation
The correlation between DODGX and FXAIX is 0.89, 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
DODGX vs. FXAIX - Performance Comparison
Key characteristics
DODGX:
0.93
FXAIX:
1.75
DODGX:
1.22
FXAIX:
2.36
DODGX:
1.19
FXAIX:
1.32
DODGX:
1.05
FXAIX:
2.66
DODGX:
3.37
FXAIX:
11.02
DODGX:
3.57%
FXAIX:
2.04%
DODGX:
12.94%
FXAIX:
12.89%
DODGX:
-67.34%
FXAIX:
-33.79%
DODGX:
-5.14%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, DODGX achieves a 5.93% return, which is significantly higher than FXAIX's 2.42% return. Over the past 10 years, DODGX has underperformed FXAIX with an annualized return of 5.72%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
DODGX
5.93%
1.06%
1.52%
10.52%
8.50%
5.72%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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DODGX vs. FXAIX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
DODGX vs. FXAIX — Risk-Adjusted Performance Rank
DODGX
FXAIX
DODGX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and Fidelity 500 Index Fund (FXAIX). 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
DODGX vs. FXAIX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 1.40%, more than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 1.40% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
DODGX vs. FXAIX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -67.34%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DODGX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
DODGX vs. FXAIX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund Class I (DODGX) is 2.71%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that DODGX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.