AEURX
Price
$8.72
Change
+$0.02 (+0.23%)
Updated
Jul 3 closing price
Net Assets
6.73B
DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
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AEURX vs DODGX

Header iconAEURX vs DODGX Comparison
Open Charts AEURX vs DODGXBanner chart's image
American Century Equity Income R
Price$8.72
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets6.73B
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
AEURX vs DODGX Comparison Chart in %
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AEURX vs. DODGX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEURX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AEURX (6.73B). AEURX pays higher dividends than DODGX: AEURX (1.84) vs DODGX (1.38). AEURX was incepted earlier than DODGX: AEURX (22 years) vs DODGX (61 years). AEURX (1.43) is less costly to investors than DODGX (0.51). AEURX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). AEURX (2500) and DODGX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 8.33 vs. AEURX (3.48). DODGX return over 5 years is better than : 79.15 vs. AEURX (20.05).
AEURXDODGXAEURX / DODGX
Total Expense Ratio1.430.51280%
Annual Report Gross Expense Ratio1.430.51280%
Fund Existence22 years61 years-
Gain YTD6.0747.64779%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.73B114B6%
Annual Yield % from dividends1.841.38133%
Returns for 1 year3.488.3342%
Returns for 3 years2.3331.937%
Returns for 5 years20.0579.1525%
Returns for 10 years19.9963.8331%
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