FSIDX vs. DODBX
Compare and contrast key facts about Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Dodge & Cox Balanced Fund (DODBX).
FSIDX is managed by Fidelity. It was launched on Dec 23, 2003. DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931.
Performance
FSIDX vs. DODBX - Performance Comparison
Loading graphics...
FSIDX vs. DODBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 3.31% | 12.99% | 11.46% | 9.45% | -9.90% | 18.98% | 11.25% | 22.47% | -4.43% | 11.26% |
DODBX Dodge & Cox Balanced Fund | -1.71% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
Returns By Period
In the year-to-date period, FSIDX achieves a 3.31% return, which is significantly higher than DODBX's -1.71% return. Both investments have delivered pretty close results over the past 10 years, with FSIDX having a 9.19% annualized return and DODBX not far ahead at 9.30%.
FSIDX
- 1D
- -0.33%
- 1M
- -5.68%
- YTD
- 3.31%
- 6M
- 5.65%
- 1Y
- 15.08%
- 3Y*
- 11.68%
- 5Y*
- 7.71%
- 10Y*
- 9.19%
DODBX
- 1D
- 0.31%
- 1M
- -5.43%
- YTD
- -1.71%
- 6M
- 0.13%
- 1Y
- 7.31%
- 3Y*
- 10.76%
- 5Y*
- 6.96%
- 10Y*
- 9.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSIDX vs. DODBX - Expense Ratio Comparison
FSIDX has a 0.72% expense ratio, which is higher than DODBX's 0.52% expense ratio.
Return for Risk
FSIDX vs. DODBX — Risk / Return Rank
FSIDX
DODBX
FSIDX vs. DODBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) and Dodge & Cox Balanced Fund (DODBX). 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.
| FSIDX | DODBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.74 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.05 | +0.81 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.15 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 0.89 | +0.65 |
Martin ratioReturn relative to average drawdown | 7.63 | 3.71 | +3.93 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSIDX | DODBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.74 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.65 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.70 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.73 | -0.20 |
Correlation
The correlation between FSIDX and DODBX 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
FSIDX vs. DODBX - Dividend Comparison
FSIDX's dividend yield for the trailing twelve months is around 7.70%, more than DODBX's 7.35% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIDX Fidelity Advisor Strategic Dividend & Income Fund Class I | 7.70% | 7.95% | 5.25% | 5.70% | 4.22% | 8.42% | 5.67% | 6.69% | 8.18% | 6.59% | 4.92% | 6.37% |
DODBX Dodge & Cox Balanced Fund | 7.35% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
Drawdowns
FSIDX vs. DODBX - Drawdown Comparison
The maximum FSIDX drawdown since its inception was -58.94%, which is greater than DODBX's maximum drawdown of -50.20%. Use the drawdown chart below to compare losses from any high point for FSIDX and DODBX.
Loading graphics...
Drawdown Indicators
| FSIDX | DODBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.94% | -50.20% | -8.74% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -7.71% | -1.84% |
Max Drawdown (5Y)Largest decline over 5 years | -17.10% | -17.74% | +0.64% |
Max Drawdown (10Y)Largest decline over 10 years | -30.01% | -31.29% | +1.28% |
Current DrawdownCurrent decline from peak | -5.78% | -5.43% | -0.35% |
Average DrawdownAverage peak-to-trough decline | -6.38% | -4.69% | -1.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 1.86% | +0.07% |
Volatility
FSIDX vs. DODBX - Volatility Comparison
Fidelity Advisor Strategic Dividend & Income Fund Class I (FSIDX) has a higher volatility of 3.38% compared to Dodge & Cox Balanced Fund (DODBX) at 2.56%. This indicates that FSIDX's price experiences larger fluctuations and is considered to be riskier than DODBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSIDX | DODBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 2.56% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 6.30% | 5.40% | +0.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.75% | 9.72% | +2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.94% | 10.81% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.39% | 13.26% | -0.87% |