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BASVX vs DODGX
BASVX vs DODGX Comparison
Open Charts BASVX vs DODGX
Brown Advisory Sustainable Val Inst
Price$14.64
Change+$0.33 (+2.31%)
VolumeN/A
Net Assets184.59M
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
BASVX vs DODGX Comparison Chart in %
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BASVX vs. DODGX commentary
Feb 04, 2026
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 BASVX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. BASVX (185M). DODGX pays higher dividends than BASVX: DODGX (1.30) vs BASVX (1.05). BASVX was incepted earlier than DODGX: BASVX (3 years) vs DODGX (61 years). BASVX (0.77) is less costly to investors than DODGX (0.51). BASVX is a more actively managed with annual turnover of: 29.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BASVX: DODGX (2500) vs BASVX (1000000). BASVX annual gain was more profitable for investors over the last year : 11.33 vs. DODGX (1.19).
| BASVX | DODGX | BASVX / DODGX | |
| Total Expense Ratio | 0.71 | 0.51 | 139% |
| Annual Report Gross Expense Ratio | 0.77 | 0.51 | 151% |
| Fund Existence | 3 years | 61 years | - |
| Gain YTD | 1.526 | 1.929 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 119B | 0% |
| Annual Yield % from dividends | 1.05 | 1.30 | 81% |
| Returns for 1 year | 11.33 | 1.19 | 956% |
| Returns for 3 years | N/A | 22.46 | - |
| Returns for 5 years | N/A | 41.75 | - |
| Returns for 10 years | 55.86 | 99.42 | 56% |
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