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:
-0.39
FXAIX:
-0.10
DODGX:
-0.39
FXAIX:
-0.03
DODGX:
0.94
FXAIX:
1.00
DODGX:
-0.35
FXAIX:
-0.09
DODGX:
-1.41
FXAIX:
-0.49
DODGX:
4.36%
FXAIX:
3.31%
DODGX:
15.58%
FXAIX:
16.07%
DODGX:
-67.34%
FXAIX:
-33.79%
DODGX:
-17.35%
FXAIX:
-17.54%
Returns By Period
In the year-to-date period, DODGX achieves a -7.71% return, which is significantly higher than FXAIX's -13.72% return. Over the past 10 years, DODGX has underperformed FXAIX with an annualized return of 4.51%, while FXAIX has yielded a comparatively higher 11.31% annualized return.
DODGX
-7.71%
-12.35%
-13.10%
-5.26%
14.63%
4.51%
FXAIX
-13.72%
-13.33%
-11.49%
-0.42%
17.07%
11.31%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.64%, more than FXAIX's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 1.64% | 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 | 1.13% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 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 8.80%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 9.51%. 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.