FSLSX vs. DODGX
Compare and contrast key facts about Fidelity Value Strategies Fund (FSLSX) and Dodge & Cox Stock Fund Class I (DODGX).
FSLSX is managed by Fidelity. It was launched on Dec 31, 1983. 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: FSLSX or DODGX.
Correlation
The correlation between FSLSX and DODGX is 0.82, 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
FSLSX vs. DODGX - Performance Comparison
Key characteristics
FSLSX:
-0.79
DODGX:
-0.00
FSLSX:
-1.00
DODGX:
0.11
FSLSX:
0.86
DODGX:
1.02
FSLSX:
-0.55
DODGX:
-0.00
FSLSX:
-1.63
DODGX:
-0.01
FSLSX:
11.16%
DODGX:
5.04%
FSLSX:
22.88%
DODGX:
17.59%
FSLSX:
-68.98%
DODGX:
-67.34%
FSLSX:
-28.80%
DODGX:
-14.09%
Returns By Period
In the year-to-date period, FSLSX achieves a -15.06% return, which is significantly lower than DODGX's -4.07% return. Over the past 10 years, FSLSX has underperformed DODGX with an annualized return of 1.30%, while DODGX has yielded a comparatively higher 4.84% annualized return.
FSLSX
-15.06%
-7.47%
-23.79%
-17.28%
13.05%
1.30%
DODGX
-4.07%
-6.59%
-11.09%
0.46%
13.33%
4.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSLSX vs. DODGX - Expense Ratio Comparison
FSLSX has a 0.86% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
FSLSX vs. DODGX — Risk-Adjusted Performance Rank
FSLSX
DODGX
FSLSX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Value Strategies Fund (FSLSX) 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
FSLSX vs. DODGX - Dividend Comparison
FSLSX's dividend yield for the trailing twelve months is around 0.97%, less than DODGX's 1.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLSX Fidelity Value Strategies Fund | 0.97% | 0.82% | 0.63% | 0.74% | 0.94% | 0.84% | 1.37% | 1.25% | 1.44% | 1.74% | 1.24% | 0.95% |
DODGX Dodge & Cox Stock Fund Class I | 1.58% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
FSLSX vs. DODGX - Drawdown Comparison
The maximum FSLSX drawdown since its inception was -68.98%, roughly equal to the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for FSLSX and DODGX. For additional features, visit the drawdowns tool.
Volatility
FSLSX vs. DODGX - Volatility Comparison
Fidelity Value Strategies Fund (FSLSX) has a higher volatility of 14.43% compared to Dodge & Cox Stock Fund Class I (DODGX) at 11.92%. This indicates that FSLSX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.