DODIX vs. FXNAX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Fidelity U.S. Bond Index Fund (FXNAX).
DODIX is managed by Dodge & Cox. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODIX or FXNAX.
Correlation
The correlation between DODIX and FXNAX is 0.88, 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
DODIX vs. FXNAX - Performance Comparison
Key characteristics
DODIX:
0.59
FXNAX:
0.70
DODIX:
0.86
FXNAX:
1.03
DODIX:
1.10
FXNAX:
1.12
DODIX:
0.31
FXNAX:
0.29
DODIX:
1.56
FXNAX:
1.80
DODIX:
2.13%
FXNAX:
2.11%
DODIX:
5.65%
FXNAX:
5.41%
DODIX:
-18.50%
FXNAX:
-19.34%
DODIX:
-5.74%
FXNAX:
-7.99%
Returns By Period
In the year-to-date period, DODIX achieves a -0.08% return, which is significantly higher than FXNAX's -0.20% return. Over the past 10 years, DODIX has outperformed FXNAX with an annualized return of 1.87%, while FXNAX has yielded a comparatively lower 1.34% annualized return.
DODIX
-0.08%
-0.32%
0.68%
3.48%
0.40%
1.87%
FXNAX
-0.20%
-0.18%
1.31%
3.80%
-0.18%
1.34%
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DODIX vs. FXNAX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
DODIX vs. FXNAX — Risk-Adjusted Performance Rank
DODIX
FXNAX
DODIX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Fidelity U.S. Bond Index Fund (FXNAX). 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
DODIX vs. FXNAX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.24%, less than FXNAX's 4.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.24% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
FXNAX Fidelity U.S. Bond Index Fund | 4.55% | 4.54% | 3.67% | 3.04% | 1.81% | 2.10% | 2.69% | 3.19% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
DODIX vs. FXNAX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, roughly equal to the maximum FXNAX drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for DODIX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
DODIX vs. FXNAX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.61% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.51%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.