DODIX vs. FJTDX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Fidelity Flex Conservative Income Bond Fund (FJTDX).
DODIX is managed by Dodge & Cox. FJTDX is managed by Fidelity. It was launched on May 31, 2018.
Performance
DODIX vs. FJTDX - Performance Comparison
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DODIX vs. FJTDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 0.04% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | 0.18% |
FJTDX Fidelity Flex Conservative Income Bond Fund | 0.55% | 4.75% | 5.69% | 5.48% | 1.00% | 0.16% | 1.57% | 3.20% | 0.50% |
Returns By Period
In the year-to-date period, DODIX achieves a 0.04% return, which is significantly lower than FJTDX's 0.55% return.
DODIX
- 1D
- 0.24%
- 1M
- -1.57%
- YTD
- 0.04%
- 6M
- 1.01%
- 1Y
- 4.93%
- 3Y*
- 4.98%
- 5Y*
- 1.39%
- 10Y*
- 3.05%
FJTDX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.55%
- 6M
- 1.62%
- 1Y
- 4.10%
- 3Y*
- 5.05%
- 5Y*
- 3.49%
- 10Y*
- —
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DODIX vs. FJTDX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than FJTDX's 0.00% expense ratio.
Return for Risk
DODIX vs. FJTDX — Risk / Return Rank
DODIX
FJTDX
DODIX vs. FJTDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Fidelity Flex Conservative Income Bond Fund (FJTDX). 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.
| DODIX | FJTDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 3.21 | -2.04 |
Sortino ratioReturn per unit of downside risk | 1.67 | 11.70 | -10.02 |
Omega ratioGain probability vs. loss probability | 1.21 | 4.96 | -3.75 |
Calmar ratioReturn relative to maximum drawdown | 1.88 | 15.13 | -13.26 |
Martin ratioReturn relative to average drawdown | 5.55 | 67.60 | -62.05 |
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
| DODIX | FJTDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 3.21 | -2.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 2.49 | -2.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.48 | 2.37 | -0.90 |
Correlation
The correlation between DODIX and FJTDX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
DODIX vs. FJTDX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.28%, more than FJTDX's 4.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.28% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
FJTDX Fidelity Flex Conservative Income Bond Fund | 4.11% | 4.63% | 5.42% | 4.70% | 1.39% | 0.36% | 1.45% | 2.65% | 1.17% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODIX vs. FJTDX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, which is greater than FJTDX's maximum drawdown of -1.90%. Use the drawdown chart below to compare losses from any high point for DODIX and FJTDX.
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Drawdown Indicators
| DODIX | FJTDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -1.90% | -14.99% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -0.30% | -2.64% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -0.90% | -15.99% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | — | — |
Current DrawdownCurrent decline from peak | -2.09% | -0.10% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -0.08% | -1.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.07% | +0.92% |
Volatility
DODIX vs. FJTDX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.82% compared to Fidelity Flex Conservative Income Bond Fund (FJTDX) at 0.10%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than FJTDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | FJTDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.82% | 0.10% | +1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 0.87% | +1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 1.35% | +3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 1.41% | +4.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 1.27% | +3.15% |