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FLCOX vs. DODFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FLCOX vs. DODFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Large Cap Value Index Fund (FLCOX) and Dodge & Cox International Stock Fund (DODFX). The values are adjusted to include any dividend payments, if applicable.

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FLCOX vs. DODFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FLCOX
Fidelity Large Cap Value Index Fund
2.61%15.90%14.38%11.48%-7.57%25.09%2.87%26.54%-8.38%10.90%
DODFX
Dodge & Cox International Stock Fund
2.00%38.77%3.74%16.70%-6.78%10.99%5.15%22.79%-18.01%22.25%

Returns By Period

In the year-to-date period, FLCOX achieves a 2.61% return, which is significantly higher than DODFX's 2.00% return.


FLCOX

1D
0.52%
1M
-2.93%
YTD
2.61%
6M
6.31%
1Y
15.79%
3Y*
14.50%
5Y*
9.32%
10Y*

DODFX

1D
1.27%
1M
-2.16%
YTD
2.00%
6M
6.79%
1Y
28.45%
3Y*
17.31%
5Y*
10.42%
10Y*
10.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FLCOX vs. DODFX - Expense Ratio Comparison

FLCOX has a 0.04% expense ratio, which is lower than DODFX's 0.62% expense ratio.


Return for Risk

FLCOX vs. DODFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FLCOX
FLCOX Risk / Return Rank: 4747
Overall Rank
FLCOX Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
FLCOX Sortino Ratio Rank: 4646
Sortino Ratio Rank
FLCOX Omega Ratio Rank: 4747
Omega Ratio Rank
FLCOX Calmar Ratio Rank: 4242
Calmar Ratio Rank
FLCOX Martin Ratio Rank: 5555
Martin Ratio Rank

DODFX
DODFX Risk / Return Rank: 8686
Overall Rank
DODFX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
DODFX Sortino Ratio Rank: 8585
Sortino Ratio Rank
DODFX Omega Ratio Rank: 8686
Omega Ratio Rank
DODFX Calmar Ratio Rank: 8787
Calmar Ratio Rank
DODFX Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FLCOX vs. DODFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Large Cap Value Index Fund (FLCOX) and Dodge & Cox International Stock Fund (DODFX). 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.


FLCOXDODFXDifference

Sharpe ratio

Return per unit of total volatility

1.06

1.89

-0.84

Sortino ratio

Return per unit of downside risk

1.53

2.42

-0.90

Omega ratio

Gain probability vs. loss probability

1.23

1.38

-0.15

Calmar ratio

Return relative to maximum drawdown

1.40

2.54

-1.15

Martin ratio

Return relative to average drawdown

6.54

9.52

-2.98

FLCOX vs. DODFX - Sharpe Ratio Comparison

The current FLCOX Sharpe Ratio is 1.06, which is lower than the DODFX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of FLCOX and DODFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FLCOXDODFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.06

1.89

-0.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.63

0.66

-0.03

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.56

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.39

+0.14

Correlation

The correlation between FLCOX and DODFX is 0.76, 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.


Dividends

FLCOX vs. DODFX - Dividend Comparison

FLCOX's dividend yield for the trailing twelve months is around 1.47%, less than DODFX's 4.96% yield.


TTM20252024202320222021202020192018201720162015
FLCOX
Fidelity Large Cap Value Index Fund
1.47%1.51%1.92%1.99%2.01%1.55%2.28%3.82%2.79%0.60%0.00%0.00%
DODFX
Dodge & Cox International Stock Fund
4.96%5.05%2.25%2.29%2.23%2.49%4.21%3.93%2.93%1.93%3.66%2.30%

Drawdowns

FLCOX vs. DODFX - Drawdown Comparison

The maximum FLCOX drawdown since its inception was -38.28%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for FLCOX and DODFX.


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Drawdown Indicators


FLCOXDODFXDifference

Max Drawdown

Largest peak-to-trough decline

-38.28%

-63.23%

+24.95%

Max Drawdown (1Y)

Largest decline over 1 year

-7.96%

-11.14%

+3.18%

Max Drawdown (5Y)

Largest decline over 5 years

-19.00%

-24.52%

+5.52%

Max Drawdown (10Y)

Largest decline over 10 years

-44.61%

Current Drawdown

Current decline from peak

-4.32%

-7.44%

+3.12%

Average Drawdown

Average peak-to-trough decline

-4.52%

-11.72%

+7.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.52%

3.05%

-0.53%

Volatility

FLCOX vs. DODFX - Volatility Comparison

The current volatility for Fidelity Large Cap Value Index Fund (FLCOX) is 4.29%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 6.23%. This indicates that FLCOX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FLCOXDODFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.29%

6.23%

-1.94%

Volatility (6M)

Calculated over the trailing 6-month period

8.31%

10.08%

-1.77%

Volatility (1Y)

Calculated over the trailing 1-year period

15.72%

15.18%

+0.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.82%

15.82%

-1.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.73%

18.25%

-0.52%