DOXFX vs. FINVX
Compare and contrast key facts about Dodge & Cox International Stock X (DOXFX) and Fidelity Series International Value Fund (FINVX).
DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001. FINVX is managed by Fidelity. It was launched on Dec 3, 2009.
Performance
DOXFX vs. FINVX - Performance Comparison
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DOXFX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXFX Dodge & Cox International Stock X | 0.79% | 38.90% | 3.85% | 16.81% | -0.58% |
FINVX Fidelity Series International Value Fund | 1.28% | 45.75% | 6.20% | 20.35% | -0.10% |
Returns By Period
In the year-to-date period, DOXFX achieves a 0.79% return, which is significantly lower than FINVX's 1.28% return.
DOXFX
- 1D
- 2.60%
- 1M
- -7.06%
- YTD
- 0.79%
- 6M
- 5.41%
- 1Y
- 27.20%
- 3Y*
- 16.94%
- 5Y*
- —
- 10Y*
- —
FINVX
- 1D
- 2.66%
- 1M
- -5.05%
- YTD
- 1.28%
- 6M
- 7.30%
- 1Y
- 29.10%
- 3Y*
- 21.23%
- 5Y*
- 13.43%
- 10Y*
- 10.36%
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DOXFX vs. FINVX - Expense Ratio Comparison
DOXFX has a 0.52% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Return for Risk
DOXFX vs. FINVX — Risk / Return Rank
DOXFX
FINVX
DOXFX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) and Fidelity Series International Value Fund (FINVX). 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.
| DOXFX | FINVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 1.68 | +0.16 |
Sortino ratioReturn per unit of downside risk | 2.36 | 2.23 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.34 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 2.41 | -0.08 |
Martin ratioReturn relative to average drawdown | 8.82 | 9.65 | -0.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DOXFX | FINVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.68 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.81 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 0.35 | +0.90 |
Correlation
The correlation between DOXFX and FINVX 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.
Dividends
DOXFX vs. FINVX - Dividend Comparison
DOXFX's dividend yield for the trailing twelve months is around 5.11%, less than FINVX's 11.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXFX Dodge & Cox International Stock X | 5.11% | 5.15% | 2.36% | 2.38% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FINVX Fidelity Series International Value Fund | 11.06% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Drawdowns
DOXFX vs. FINVX - Drawdown Comparison
The maximum DOXFX drawdown since its inception was -14.41%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for DOXFX and FINVX.
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Drawdown Indicators
| DOXFX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.41% | -42.48% | +28.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -11.66% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.13% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.48% | — |
Current DrawdownCurrent decline from peak | -8.54% | -6.84% | -1.70% |
Average DrawdownAverage peak-to-trough decline | -2.76% | -9.11% | +6.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.01% | 2.91% | +0.10% |
Volatility
DOXFX vs. FINVX - Volatility Comparison
The current volatility for Dodge & Cox International Stock X (DOXFX) is 7.08%, while Fidelity Series International Value Fund (FINVX) has a volatility of 7.58%. This indicates that DOXFX experiences smaller price fluctuations and is considered to be less risky than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXFX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 7.58% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 10.99% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.13% | 17.67% | -2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 16.62% | -2.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.82% | 18.01% | -4.19% |