FXNAX vs. DODIX

In the year-to-date period, FXNAX achieves a 1.28% return, which is significantly lower than DODIX's 1.53% return. Over the past 10 years, FXNAX has underperformed DODIX with an annualized return of 1.24%, while DODIX has yielded a comparatively higher 2.00% annualized return.

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FXNAX has a 0.03% expense ratio, which is lower than DODIX's 0.41% expense ratio.

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.

The current FXNAX Sharpe Ratio is 0.81, which is comparable to the DODIX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of FXNAX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXNAX's dividend yield for the trailing twelve months is around 3.49%, less than DODIX's 4.23% yield.

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.

The current volatility for Fidelity U.S. Bond Index Fund (FXNAX) is 1.49%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.60%. 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.