FSLSX vs. DODGX

In the year-to-date period, FSLSX achieves a -4.44% return, which is significantly lower than DODGX's 2.12% return. Over the past 10 years, FSLSX has underperformed DODGX with an annualized return of 2.28%, while DODGX has yielded a comparatively higher 5.29% annualized return.

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FSLSX has a 0.86% expense ratio, which is higher than DODGX's 0.51% expense ratio.

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.

The current FSLSX Sharpe Ratio is -0.44, which is lower than the DODGX Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of FSLSX and DODGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSLSX's dividend yield for the trailing twelve months is around 0.86%, less than DODGX's 6.08% yield.

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.

Fidelity Value Strategies Fund (FSLSX) has a higher volatility of 6.43% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.62%. 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.