DODLX vs. FXAIX
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DODLX) and Fidelity 500 Index Fund (FXAIX).
DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODLX or FXAIX.
Correlation
The correlation between DODLX and FXAIX is 0.35, 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.
Performance
DODLX vs. FXAIX - Performance Comparison
Key characteristics
DODLX:
0.90
FXAIX:
1.75
DODLX:
1.30
FXAIX:
2.36
DODLX:
1.16
FXAIX:
1.32
DODLX:
0.77
FXAIX:
2.66
DODLX:
1.90
FXAIX:
11.02
DODLX:
2.50%
FXAIX:
2.04%
DODLX:
5.31%
FXAIX:
12.89%
DODLX:
-17.05%
FXAIX:
-33.79%
DODLX:
-2.69%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, DODLX achieves a 2.66% return, which is significantly higher than FXAIX's 2.42% return. Over the past 10 years, DODLX has underperformed FXAIX with an annualized return of 3.42%, while FXAIX has yielded a comparatively higher 12.88% annualized return.
DODLX
2.66%
2.08%
-1.34%
4.66%
2.67%
3.42%
FXAIX
2.42%
-1.61%
7.43%
19.76%
15.09%
12.88%
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DODLX vs. FXAIX - Expense Ratio Comparison
DODLX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
DODLX vs. FXAIX — Risk-Adjusted Performance Rank
DODLX
FXAIX
DODLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DODLX) 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
DODLX vs. FXAIX - Dividend Comparison
DODLX's dividend yield for the trailing twelve months is around 4.61%, more than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 4.61% | 4.73% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
DODLX vs. FXAIX - Drawdown Comparison
The maximum DODLX drawdown since its inception was -17.05%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DODLX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
DODLX vs. FXAIX - Volatility Comparison
The current volatility for Dodge & Cox Global Bond Fund (DODLX) is 1.41%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that DODLX 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.