FOSFX vs. DODFX
Compare and contrast key facts about Fidelity Overseas Fund (FOSFX) and Dodge & Cox International Stock Fund (DODFX).
FOSFX is managed by Fidelity. It was launched on Dec 4, 1984. DODFX is managed by Dodge & Cox.
Performance
FOSFX vs. DODFX - Performance Comparison
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FOSFX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | -5.84% | 20.81% | 5.20% | 20.56% | -24.79% | 19.32% | 15.42% | 28.43% | -14.73% | 28.31% |
DODFX Dodge & Cox International Stock Fund | -1.76% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, FOSFX achieves a -5.84% return, which is significantly lower than DODFX's -1.76% return. Over the past 10 years, FOSFX has underperformed DODFX with an annualized return of 7.89%, while DODFX has yielded a comparatively higher 9.82% annualized return.
FOSFX
- 1D
- 0.43%
- 1M
- -11.40%
- YTD
- -5.84%
- 6M
- -5.53%
- 1Y
- 6.82%
- 3Y*
- 9.40%
- 5Y*
- 4.94%
- 10Y*
- 7.89%
DODFX
- 1D
- -0.06%
- 1M
- -10.86%
- YTD
- -1.76%
- 6M
- 3.38%
- 1Y
- 24.29%
- 3Y*
- 15.85%
- 5Y*
- 9.77%
- 10Y*
- 9.82%
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FOSFX vs. DODFX - Expense Ratio Comparison
FOSFX has a 0.99% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
FOSFX vs. DODFX — Risk / Return Rank
FOSFX
DODFX
FOSFX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Overseas Fund (FOSFX) 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.
| FOSFX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.32 | 1.56 | -1.24 |
Sortino ratioReturn per unit of downside risk | 0.56 | 2.02 | -1.46 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.31 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.37 | 1.86 | -1.49 |
Martin ratioReturn relative to average drawdown | 1.40 | 7.28 | -5.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FOSFX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.32 | 1.56 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.62 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.54 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.39 | +0.07 |
Correlation
The correlation between FOSFX and DODFX is 0.88, 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
FOSFX vs. DODFX - Dividend Comparison
FOSFX's dividend yield for the trailing twelve months is around 5.17%, which matches DODFX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSFX Fidelity Overseas Fund | 5.17% | 4.87% | 1.38% | 1.02% | 0.77% | 4.54% | 0.53% | 1.35% | 5.92% | 0.06% | 1.96% | 1.06% |
DODFX Dodge & Cox International Stock Fund | 5.15% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
FOSFX vs. DODFX - Drawdown Comparison
The maximum FOSFX drawdown since its inception was -63.51%, roughly equal to the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for FOSFX and DODFX.
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Drawdown Indicators
| FOSFX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.51% | -63.23% | -0.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -11.42% | -0.94% |
Max Drawdown (5Y)Largest decline over 5 years | -36.51% | -24.52% | -11.99% |
Max Drawdown (10Y)Largest decline over 10 years | -36.51% | -44.61% | +8.10% |
Current DrawdownCurrent decline from peak | -11.89% | -10.86% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -17.02% | -11.72% | -5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.00% | +0.31% |
Volatility
FOSFX vs. DODFX - Volatility Comparison
Fidelity Overseas Fund (FOSFX) has a higher volatility of 8.23% compared to Dodge & Cox International Stock Fund (DODFX) at 6.58%. This indicates that FOSFX's price experiences larger fluctuations and is considered to be riskier 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
| FOSFX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.23% | 6.58% | +1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 9.74% | +2.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.05% | 15.00% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.39% | 15.78% | +1.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 18.23% | -1.21% |