FSOSX vs. DODFX
Compare and contrast key facts about Fidelity Series Overseas Fund (FSOSX) and Dodge & Cox International Stock Fund (DODFX).
FSOSX is managed by Fidelity. It was launched on Jun 21, 2019. DODFX is managed by Dodge & Cox.
Performance
FSOSX vs. DODFX - Performance Comparison
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FSOSX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | -5.69% | 21.29% | 5.87% | 21.49% | -23.25% | 19.59% | 16.36% | 7.78% |
DODFX Dodge & Cox International Stock Fund | -1.76% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 8.79% |
Returns By Period
In the year-to-date period, FSOSX achieves a -5.69% return, which is significantly lower than DODFX's -1.76% return.
FSOSX
- 1D
- 0.36%
- 1M
- -11.39%
- YTD
- -5.69%
- 6M
- -5.28%
- 1Y
- 7.28%
- 3Y*
- 10.01%
- 5Y*
- 5.83%
- 10Y*
- —
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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FSOSX vs. DODFX - Expense Ratio Comparison
FSOSX has a 0.01% expense ratio, which is lower than DODFX's 0.62% expense ratio.
Return for Risk
FSOSX vs. DODFX — Risk / Return Rank
FSOSX
DODFX
FSOSX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Overseas Fund (FSOSX) 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.
| FSOSX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 1.56 | -1.22 |
Sortino ratioReturn per unit of downside risk | 0.58 | 2.02 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.31 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.86 | -1.46 |
Martin ratioReturn relative to average drawdown | 1.51 | 7.28 | -5.77 |
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
| FSOSX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 1.56 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.62 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.54 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.39 | +0.04 |
Correlation
The correlation between FSOSX and DODFX 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.
Dividends
FSOSX vs. DODFX - Dividend Comparison
FSOSX's dividend yield for the trailing twelve months is around 9.70%, more than DODFX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSOSX Fidelity Series Overseas Fund | 9.70% | 9.15% | 2.25% | 1.63% | 1.80% | 2.92% | 1.12% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% |
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
FSOSX vs. DODFX - Drawdown Comparison
The maximum FSOSX drawdown since its inception was -35.36%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for FSOSX and DODFX.
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Drawdown Indicators
| FSOSX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.36% | -63.23% | +27.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -11.42% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -35.36% | -24.52% | -10.84% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.61% | — |
Current DrawdownCurrent decline from peak | -11.89% | -10.86% | -1.03% |
Average DrawdownAverage peak-to-trough decline | -7.90% | -11.72% | +3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.00% | +0.31% |
Volatility
FSOSX vs. DODFX - Volatility Comparison
Fidelity Series Overseas Fund (FSOSX) has a higher volatility of 8.28% compared to Dodge & Cox International Stock Fund (DODFX) at 6.58%. This indicates that FSOSX'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
| FSOSX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 6.58% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.94% | 9.74% | +2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 15.00% | +3.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 15.78% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 18.23% | +0.70% |