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:
0.52
FXAIX:
2.20
DODLX:
0.76
FXAIX:
2.91
DODLX:
1.09
FXAIX:
1.40
DODLX:
0.45
FXAIX:
3.35
DODLX:
1.22
FXAIX:
13.95
DODLX:
2.31%
FXAIX:
2.03%
DODLX:
5.42%
FXAIX:
12.85%
DODLX:
-17.05%
FXAIX:
-33.79%
DODLX:
-4.59%
FXAIX:
-0.53%
Returns By Period
In the year-to-date period, DODLX achieves a 0.67% return, which is significantly lower than FXAIX's 2.91% return. Over the past 10 years, DODLX has underperformed FXAIX with an annualized return of 3.24%, while FXAIX has yielded a comparatively higher 13.48% annualized return.
DODLX
0.67%
0.19%
0.40%
2.53%
2.40%
3.24%
FXAIX
2.91%
2.09%
9.61%
26.43%
14.56%
13.48%
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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 4.70%, more than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 4.70% | 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 | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
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 1.86%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 5.14%. 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.