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
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Key characteristics
FADMX:
1.45
DODIX:
0.90
FADMX:
2.22
DODIX:
1.22
FADMX:
1.28
DODIX:
1.14
FADMX:
1.98
DODIX:
0.49
FADMX:
5.83
DODIX:
2.00
FADMX:
0.99%
DODIX:
2.29%
FADMX:
3.81%
DODIX:
5.60%
FADMX:
-15.84%
DODIX:
-18.50%
FADMX:
-0.69%
DODIX:
-3.84%
Returns By Period
In the year-to-date period, FADMX achieves a 1.30% return, which is significantly lower than DODIX's 1.93% return.
FADMX
1.30%
2.00%
1.13%
5.57%
4.92%
3.89%
N/A
DODIX
1.93%
0.89%
1.52%
4.74%
3.02%
0.30%
2.06%
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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.
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Dividends
FADMX vs. DODIX - Dividend Comparison
FADMX's dividend yield for the trailing twelve months is around 4.13%, less than DODIX's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FADMX Fidelity Strategic Income Fund | 4.13% | 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 | 4.21% | 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 -15.84%, 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.
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Volatility
FADMX vs. DODIX - Volatility Comparison
The current volatility for Fidelity Strategic Income Fund (FADMX) is 0.99%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.49%. 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.
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