FIOOX vs. DODGX
Compare and contrast key facts about Fidelity Series Large Cap Value Index Fund (FIOOX) and Dodge & Cox Stock Fund Class I (DODGX).
FIOOX is managed by Fidelity. It was launched on Nov 7, 2013. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIOOX or DODGX.
Correlation
The correlation between FIOOX and DODGX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FIOOX vs. DODGX - Performance Comparison
Key characteristics
FIOOX:
1.74
DODGX:
0.95
FIOOX:
2.44
DODGX:
1.24
FIOOX:
1.31
DODGX:
1.20
FIOOX:
2.21
DODGX:
1.08
FIOOX:
6.96
DODGX:
3.81
FIOOX:
2.79%
DODGX:
3.25%
FIOOX:
11.17%
DODGX:
12.97%
FIOOX:
-39.14%
DODGX:
-67.34%
FIOOX:
-4.66%
DODGX:
-7.14%
Returns By Period
In the year-to-date period, FIOOX achieves a 3.49% return, which is significantly lower than DODGX's 3.70% return. Over the past 10 years, FIOOX has outperformed DODGX with an annualized return of 6.64%, while DODGX has yielded a comparatively lower 5.94% annualized return.
FIOOX
3.49%
4.52%
6.56%
18.01%
7.03%
6.64%
DODGX
3.70%
4.84%
2.53%
11.22%
7.77%
5.94%
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FIOOX vs. DODGX - Expense Ratio Comparison
FIOOX has a 0.00% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
FIOOX vs. DODGX — Risk-Adjusted Performance Rank
FIOOX
DODGX
FIOOX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Large Cap Value Index Fund (FIOOX) and Dodge & Cox Stock Fund Class I (DODGX). 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
FIOOX vs. DODGX - Dividend Comparison
FIOOX's dividend yield for the trailing twelve months is around 2.03%, more than DODGX's 1.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIOOX Fidelity Series Large Cap Value Index Fund | 2.03% | 2.10% | 2.24% | 2.38% | 1.95% | 2.18% | 2.54% | 2.99% | 2.36% | 1.63% | 3.16% | 5.87% |
DODGX Dodge & Cox Stock Fund Class I | 1.43% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
FIOOX vs. DODGX - Drawdown Comparison
The maximum FIOOX drawdown since its inception was -39.14%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for FIOOX and DODGX. For additional features, visit the drawdowns tool.
Volatility
FIOOX vs. DODGX - Volatility Comparison
The current volatility for Fidelity Series Large Cap Value Index Fund (FIOOX) is 4.33%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 8.01%. This indicates that FIOOX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.