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:
-0.01
FXAIX:
0.53
DODGX:
0.10
FXAIX:
0.87
DODGX:
1.02
FXAIX:
1.13
DODGX:
-0.01
FXAIX:
0.55
DODGX:
-0.05
FXAIX:
2.29
DODGX:
5.58%
FXAIX:
4.55%
DODGX:
17.84%
FXAIX:
19.55%
DODGX:
-67.34%
FXAIX:
-33.79%
DODGX:
-12.82%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, DODGX achieves a -2.64% return, which is significantly higher than FXAIX's -5.72% return. Over the past 10 years, DODGX has underperformed FXAIX with an annualized return of 4.82%, while FXAIX has yielded a comparatively higher 11.90% annualized return.
DODGX
-2.64%
-6.03%
-8.92%
0.83%
12.87%
4.82%
FXAIX
-5.72%
-3.22%
-4.27%
10.89%
16.06%
11.90%
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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 1.56%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 1.56% | 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 | 1.35% | 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 12.24%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.39%. 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.