DOXGX vs. FSPTX
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and Fidelity Select Technology Portfolio (FSPTX).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. FSPTX is managed by Fidelity. It was launched on Jul 13, 1981.
Performance
DOXGX vs. FSPTX - Performance Comparison
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DOXGX vs. FSPTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | -3.64% | 13.77% | 14.47% | 17.60% | -2.46% |
FSPTX Fidelity Select Technology Portfolio | -8.57% | 23.37% | 41.76% | 59.83% | -18.28% |
Returns By Period
In the year-to-date period, DOXGX achieves a -3.64% return, which is significantly higher than FSPTX's -8.57% return.
DOXGX
- 1D
- 0.25%
- 1M
- -7.28%
- YTD
- -3.64%
- 6M
- -1.20%
- 1Y
- 5.86%
- 3Y*
- 13.28%
- 5Y*
- —
- 10Y*
- —
FSPTX
- 1D
- -2.07%
- 1M
- -7.34%
- YTD
- -8.57%
- 6M
- -7.04%
- 1Y
- 31.57%
- 3Y*
- 26.70%
- 5Y*
- 13.98%
- 10Y*
- 22.24%
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DOXGX vs. FSPTX - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is lower than FSPTX's 0.67% expense ratio.
Return for Risk
DOXGX vs. FSPTX — Risk / Return Rank
DOXGX
FSPTX
DOXGX vs. FSPTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and Fidelity Select Technology Portfolio (FSPTX). 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.
| DOXGX | FSPTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.08 | -0.75 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.65 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.23 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.78 | -1.39 |
Martin ratioReturn relative to average drawdown | 1.66 | 6.19 | -4.53 |
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
| DOXGX | FSPTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.08 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.52 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.52 | +0.10 |
Correlation
The correlation between DOXGX and FSPTX is 0.61, 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.
Dividends
DOXGX vs. FSPTX - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 10.20%, more than FSPTX's 9.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 10.20% | 9.96% | 8.30% | 3.86% | 4.50% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSPTX Fidelity Select Technology Portfolio | 9.91% | 9.06% | 9.42% | 0.01% | 3.95% | 11.62% | 18.86% | 1.86% | 23.77% | 8.32% | 1.54% | 4.19% |
Drawdowns
DOXGX vs. FSPTX - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -16.47%, smaller than the maximum FSPTX drawdown of -84.37%. Use the drawdown chart below to compare losses from any high point for DOXGX and FSPTX.
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Drawdown Indicators
| DOXGX | FSPTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.47% | -84.37% | +67.90% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -15.49% | +3.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -42.16% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.16% | — |
Current DrawdownCurrent decline from peak | -7.28% | -13.71% | +6.43% |
Average DrawdownAverage peak-to-trough decline | -3.23% | -27.13% | +23.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 4.47% | -1.55% |
Volatility
DOXGX vs. FSPTX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund (DOXGX) is 3.51%, while Fidelity Select Technology Portfolio (FSPTX) has a volatility of 6.73%. This indicates that DOXGX experiences smaller price fluctuations and is considered to be less risky than FSPTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DOXGX | FSPTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.51% | 6.73% | -3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 16.55% | -8.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.26% | 29.04% | -12.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.89% | 27.19% | -11.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.89% | 25.81% | -9.92% |