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:
0.63
DODGX:
0.83
FSLSX:
1.00
DODGX:
1.09
FSLSX:
1.12
DODGX:
1.18
FSLSX:
1.05
DODGX:
0.91
FSLSX:
2.93
DODGX:
5.07
FSLSX:
3.43%
DODGX:
2.09%
FSLSX:
15.69%
DODGX:
12.77%
FSLSX:
-68.98%
DODGX:
-63.25%
FSLSX:
-8.35%
DODGX:
-10.13%
Returns By Period
In the year-to-date period, FSLSX achieves a 9.05% return, which is significantly lower than DODGX's 9.73% return. Both investments have delivered pretty close results over the past 10 years, with FSLSX having a 9.69% annualized return and DODGX not far ahead at 10.09%.
FSLSX
9.05%
-7.31%
4.80%
6.90%
11.98%
9.69%
DODGX
9.73%
-9.25%
0.53%
10.20%
11.09%
10.09%
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 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 0.58%, less than DODGX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSLSX Fidelity Value Strategies Fund | 0.58% | 0.63% | 0.74% | 0.94% | 0.84% | 1.37% | 1.25% | 1.44% | 1.74% | 1.24% | 0.95% | 0.80% |
DODGX Dodge & Cox Stock Fund Class I | 1.19% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
FSLSX vs. DODGX - Drawdown Comparison
The maximum FSLSX drawdown since its inception was -68.98%, which is greater than DODGX's maximum drawdown of -63.25%. 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
The current volatility for Fidelity Value Strategies Fund (FSLSX) is 4.19%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 7.68%. This indicates that FSLSX 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.