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 0.88, 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
FXNAX vs. DODIX - Performance Comparison
Key characteristics
FXNAX:
1.01
DODIX:
0.96
FXNAX:
1.52
DODIX:
1.39
FXNAX:
1.18
DODIX:
1.17
FXNAX:
0.37
DODIX:
0.51
FXNAX:
2.51
DODIX:
2.42
FXNAX:
2.12%
DODIX:
2.24%
FXNAX:
5.22%
DODIX:
5.67%
FXNAX:
-19.64%
DODIX:
-18.50%
FXNAX:
-7.70%
DODIX:
-3.68%
Returns By Period
In the year-to-date period, FXNAX achieves a 2.65% return, which is significantly higher than DODIX's 2.10% return. Over the past 10 years, FXNAX has underperformed DODIX with an annualized return of 1.27%, while DODIX has yielded a comparatively higher 2.03% annualized return.
FXNAX
2.65%
-0.29%
-0.53%
5.73%
-0.75%
1.27%
DODIX
2.10%
-1.10%
-1.45%
5.59%
1.19%
2.03%
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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 3.10%, which matches DODIX's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXNAX Fidelity U.S. Bond Index Fund | 3.10% | 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 | 3.13% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
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 1.32%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.85%. 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.