FADMX vs. DODIX
Compare and contrast key facts about Fidelity Strategic Income Fund (FADMX) and Dodge & Cox Income Fund (DODIX).
FADMX is managed by Fidelity. It was launched on Oct 31, 1994. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FADMX or DODIX.
Correlation
The correlation between FADMX and DODIX is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FADMX vs. DODIX - Performance Comparison
Key characteristics
FADMX:
1.79
DODIX:
1.48
FADMX:
2.69
DODIX:
2.19
FADMX:
1.33
DODIX:
1.26
FADMX:
1.66
DODIX:
0.81
FADMX:
7.01
DODIX:
3.72
FADMX:
0.99%
DODIX:
2.24%
FADMX:
3.86%
DODIX:
5.64%
FADMX:
-16.68%
DODIX:
-18.50%
FADMX:
-1.03%
DODIX:
-2.68%
Returns By Period
In the year-to-date period, FADMX achieves a 0.89% return, which is significantly lower than DODIX's 3.16% return.
FADMX
0.89%
0.09%
1.16%
7.01%
3.60%
N/A
DODIX
3.16%
0.32%
2.33%
8.53%
0.78%
2.17%
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FADMX vs. DODIX - Expense Ratio Comparison
FADMX has a 0.66% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
FADMX vs. DODIX — Risk-Adjusted Performance Rank
FADMX
DODIX
FADMX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Income Fund (FADMX) and Dodge & Cox Income Fund (DODIX). 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
FADMX vs. DODIX - Dividend Comparison
FADMX's dividend yield for the trailing twelve months is around 3.81%, less than DODIX's 4.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADMX Fidelity Strategic Income Fund | 3.81% | 4.21% | 4.32% | 3.67% | 2.75% | 3.33% | 3.46% | 2.61% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.16% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
FADMX vs. DODIX - Drawdown Comparison
The maximum FADMX drawdown since its inception was -16.68%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for FADMX and DODIX. For additional features, visit the drawdowns tool.
Volatility
FADMX vs. DODIX - Volatility Comparison
The current volatility for Fidelity Strategic Income Fund (FADMX) is 1.84%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.30%. This indicates that FADMX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.