FFHCX vs. DODLX
Compare and contrast key facts about Fidelity Series Floating Rate High Income Fund (FFHCX) and Dodge & Cox Global Bond Fund (DODLX).
FFHCX is managed by Fidelity. It was launched on Oct 20, 2011. DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFHCX or DODLX.
Correlation
The correlation between FFHCX and DODLX is 0.33, 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
FFHCX vs. DODLX - Performance Comparison
Key characteristics
FFHCX:
3.84
DODLX:
0.52
FFHCX:
12.75
DODLX:
0.76
FFHCX:
3.50
DODLX:
1.09
FFHCX:
13.54
DODLX:
0.45
FFHCX:
63.68
DODLX:
1.21
FFHCX:
0.19%
DODLX:
2.33%
FFHCX:
3.13%
DODLX:
5.42%
FFHCX:
-21.45%
DODLX:
-17.05%
FFHCX:
-0.11%
DODLX:
-4.50%
Returns By Period
Over the past 10 years, FFHCX has outperformed DODLX with an annualized return of 6.15%, while DODLX has yielded a comparatively lower 3.24% annualized return.
FFHCX
0.00%
0.63%
5.91%
12.06%
7.22%
6.15%
DODLX
0.76%
0.76%
0.87%
2.91%
2.40%
3.24%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FFHCX vs. DODLX - Expense Ratio Comparison
FFHCX has a 0.00% expense ratio, which is lower than DODLX's 0.45% expense ratio.
Risk-Adjusted Performance
FFHCX vs. DODLX — Risk-Adjusted Performance Rank
FFHCX
DODLX
FFHCX vs. DODLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Floating Rate High Income Fund (FFHCX) and Dodge & Cox Global Bond Fund (DODLX). 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
FFHCX vs. DODLX - Dividend Comparison
FFHCX's dividend yield for the trailing twelve months is around 11.57%, more than DODLX's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFHCX Fidelity Series Floating Rate High Income Fund | 11.57% | 11.57% | 11.02% | 6.77% | 4.31% | 4.61% | 5.94% | 8.77% | 4.79% | 4.42% | 5.15% | 8.23% |
DODLX Dodge & Cox Global Bond Fund | 4.69% | 4.73% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
Drawdowns
FFHCX vs. DODLX - Drawdown Comparison
The maximum FFHCX drawdown since its inception was -21.45%, which is greater than DODLX's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for FFHCX and DODLX. For additional features, visit the drawdowns tool.
Volatility
FFHCX vs. DODLX - Volatility Comparison
The current volatility for Fidelity Series Floating Rate High Income Fund (FFHCX) is 0.81%, while Dodge & Cox Global Bond Fund (DODLX) has a volatility of 1.61%. This indicates that FFHCX experiences smaller price fluctuations and is considered to be less risky than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.