DODWX vs. FXAIX
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Fidelity 500 Index Fund (FXAIX).
DODWX is a passively managed fund by Dodge & Cox that tracks the performance of the MSCI All Country World Index. It was launched on May 1, 2008. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODWX or FXAIX.
Correlation
The correlation between DODWX and FXAIX is 0.85, 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
DODWX vs. FXAIX - Performance Comparison
Key characteristics
DODWX:
-0.05
FXAIX:
1.94
DODWX:
0.05
FXAIX:
2.60
DODWX:
1.01
FXAIX:
1.35
DODWX:
-0.04
FXAIX:
2.98
DODWX:
-0.13
FXAIX:
12.39
DODWX:
5.86%
FXAIX:
2.03%
DODWX:
16.97%
FXAIX:
12.98%
DODWX:
-62.73%
FXAIX:
-33.79%
DODWX:
-13.49%
FXAIX:
-1.29%
Returns By Period
In the year-to-date period, DODWX achieves a 5.47% return, which is significantly higher than FXAIX's 2.75% return. Over the past 10 years, DODWX has underperformed FXAIX with an annualized return of 4.03%, while FXAIX has yielded a comparatively higher 13.77% annualized return.
DODWX
5.47%
5.62%
-9.39%
-0.92%
5.22%
4.03%
FXAIX
2.75%
2.32%
10.08%
24.30%
15.22%
13.77%
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DODWX vs. FXAIX - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
DODWX vs. FXAIX — Risk-Adjusted Performance Rank
DODWX
FXAIX
DODWX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Stock Fund Class I (DODWX) 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
DODWX vs. FXAIX - Dividend Comparison
DODWX's dividend yield for the trailing twelve months is around 1.98%, more than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 1.98% | 2.09% | 1.62% | 1.69% | 1.89% | 1.31% | 2.67% | 2.30% | 0.96% | 1.18% | 1.78% | 1.30% |
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
DODWX vs. FXAIX - Drawdown Comparison
The maximum DODWX drawdown since its inception was -62.73%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DODWX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
DODWX vs. FXAIX - Volatility Comparison
The current volatility for Dodge & Cox Global Stock Fund Class I (DODWX) is 2.99%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.26%. This indicates that DODWX 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.