FXNAX vs. DODIX
Compare and contrast key facts about Fidelity U.S. Bond Index Fund (FXNAX) and Dodge & Cox Income Fund (DODIX).
FXNAX is managed by Fidelity. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXNAX or DODIX.
Correlation
The correlation between FXNAX and DODIX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FXNAX vs. DODIX - Performance Comparison
Key characteristics
FXNAX:
1.33
DODIX:
1.28
FXNAX:
1.98
DODIX:
1.90
FXNAX:
1.23
DODIX:
1.22
FXNAX:
0.49
DODIX:
0.69
FXNAX:
3.26
DODIX:
3.23
FXNAX:
2.15%
DODIX:
2.24%
FXNAX:
5.30%
DODIX:
5.65%
FXNAX:
-19.64%
DODIX:
-18.50%
FXNAX:
-8.50%
DODIX:
-3.61%
Returns By Period
In the year-to-date period, FXNAX achieves a 1.76% return, which is significantly lower than DODIX's 2.18% return. Over the past 10 years, FXNAX has underperformed DODIX with an annualized return of 1.20%, while DODIX has yielded a comparatively higher 2.00% annualized return.
FXNAX
1.76%
-0.19%
1.08%
6.59%
-1.23%
1.20%
DODIX
2.18%
-0.24%
1.04%
7.32%
0.60%
2.00%
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FXNAX vs. DODIX - Expense Ratio Comparison
FXNAX has a 0.03% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
FXNAX vs. DODIX — Risk-Adjusted Performance Rank
FXNAX
DODIX
FXNAX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Bond Index Fund (FXNAX) and Dodge & Cox Income Fund (DODIX). 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
FXNAX vs. DODIX - Dividend Comparison
FXNAX's dividend yield for the trailing twelve months is around 3.13%, less than DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXNAX Fidelity U.S. Bond Index Fund | 3.13% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
Drawdowns
FXNAX vs. DODIX - Drawdown Comparison
The maximum FXNAX drawdown since its inception was -19.64%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for FXNAX and DODIX. For additional features, visit the drawdowns tool.
Volatility
FXNAX vs. DODIX - Volatility Comparison
The current volatility for Fidelity U.S. Bond Index Fund (FXNAX) is 2.00%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.33%. This indicates that FXNAX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.