DOXFX vs. FXAIX
Compare and contrast key facts about Dodge & Cox International Stock X (DOXFX) and Fidelity 500 Index Fund (FXAIX).
DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DOXFX or FXAIX.
Correlation
The correlation between DOXFX and FXAIX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DOXFX vs. FXAIX - Performance Comparison
Key characteristics
DOXFX:
0.97
FXAIX:
2.11
DOXFX:
1.37
FXAIX:
2.81
DOXFX:
1.17
FXAIX:
1.39
DOXFX:
1.05
FXAIX:
3.22
DOXFX:
2.71
FXAIX:
13.40
DOXFX:
4.34%
FXAIX:
2.03%
DOXFX:
12.13%
FXAIX:
12.87%
DOXFX:
-19.24%
FXAIX:
-33.79%
DOXFX:
-6.01%
FXAIX:
-0.28%
Returns By Period
In the year-to-date period, DOXFX achieves a 4.41% return, which is significantly higher than FXAIX's 3.81% return.
DOXFX
4.41%
3.91%
2.19%
10.72%
N/A
N/A
FXAIX
3.81%
1.14%
12.51%
26.46%
15.32%
13.86%
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DOXFX vs. FXAIX - Expense Ratio Comparison
DOXFX has a 0.52% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
DOXFX vs. FXAIX — Risk-Adjusted Performance Rank
DOXFX
FXAIX
DOXFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) 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
DOXFX vs. FXAIX - Dividend Comparison
DOXFX's dividend yield for the trailing twelve months is around 2.26%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXFX Dodge & Cox International Stock X | 2.26% | 2.36% | 2.38% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 4.15% | 3.95% |
Drawdowns
DOXFX vs. FXAIX - Drawdown Comparison
The maximum DOXFX drawdown since its inception was -19.24%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for DOXFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
DOXFX vs. FXAIX - Volatility Comparison
The current volatility for Dodge & Cox International Stock X (DOXFX) is 3.24%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.02%. This indicates that DOXFX 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.