DOXFX vs. FIDZX

In the year-to-date period, DOXFX achieves a 18.84% return, which is significantly higher than FIDZX's 14.20% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DOXFX has a 0.52% expense ratio, which is lower than FIDZX's 0.85% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) and Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX). 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.

The current DOXFX Sharpe Ratio is 1.08, which is higher than the FIDZX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of DOXFX and FIDZX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DOXFX's dividend yield for the trailing twelve months is around 1.98%, more than FIDZX's 0.74% yield.

The maximum DOXFX drawdown since its inception was -19.24%, smaller than the maximum FIDZX drawdown of -37.17%. Use the drawdown chart below to compare losses from any high point for DOXFX and FIDZX.

The current volatility for Dodge & Cox International Stock X (DOXFX) is 2.89%, while Fidelity Advisor International Capital Appreciation Fund Class Z (FIDZX) has a volatility of 3.30%. This indicates that DOXFX experiences smaller price fluctuations and is considered to be less risky than FIDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.