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:
0.94
FXNAX:
0.79
DODIX:
1.39
FXNAX:
1.17
DODIX:
1.16
FXNAX:
1.14
DODIX:
0.49
FXNAX:
0.28
DODIX:
2.34
FXNAX:
1.88
DODIX:
2.20%
FXNAX:
2.17%
DODIX:
5.49%
FXNAX:
5.16%
DODIX:
-18.50%
FXNAX:
-19.64%
DODIX:
-4.60%
FXNAX:
-9.37%
Returns By Period
In the year-to-date period, DODIX achieves a 1.13% return, which is significantly higher than FXNAX's 0.79% return. Over the past 10 years, DODIX has outperformed FXNAX with an annualized return of 2.00%, while FXNAX has yielded a comparatively lower 1.21% annualized return.
DODIX
1.13%
0.89%
-0.94%
5.33%
0.34%
2.00%
FXNAX
0.79%
0.70%
-0.86%
4.48%
-0.86%
1.21%
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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 4.19%, more than FXNAX's 3.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.19% | 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 | 3.41% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
DODIX vs. FXNAX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -18.50%, smaller than the maximum FXNAX drawdown of -19.64%. 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 1.47% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.28%. 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.