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:
3.07
DODLX:
0.90
FFHCX:
9.11
DODLX:
1.30
FFHCX:
2.73
DODLX:
1.16
FFHCX:
9.67
DODLX:
0.77
FFHCX:
41.85
DODLX:
1.90
FFHCX:
0.21%
DODLX:
2.50%
FFHCX:
2.79%
DODLX:
5.31%
FFHCX:
-21.45%
DODLX:
-17.05%
FFHCX:
-0.33%
DODLX:
-2.69%
Returns By Period
In the year-to-date period, FFHCX achieves a 0.26% return, which is significantly lower than DODLX's 2.66% return. Over the past 10 years, FFHCX has outperformed DODLX with an annualized return of 5.29%, while DODLX has yielded a comparatively lower 3.42% annualized return.
FFHCX
0.26%
0.26%
4.64%
8.61%
6.32%
5.29%
DODLX
2.66%
2.08%
-1.34%
4.66%
2.67%
3.42%
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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 9.16%, more than DODLX's 4.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFHCX Fidelity Series Floating Rate High Income Fund | 9.16% | 9.23% | 9.47% | 5.91% | 4.31% | 4.61% | 5.94% | 6.69% | 4.79% | 4.42% | 5.15% | 8.23% |
DODLX Dodge & Cox Global Bond Fund | 4.61% | 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 0.77%, while Dodge & Cox Global Bond Fund (DODLX) has a volatility of 1.41%. 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.