BBISX
Price
$36.17
Change
+$0.22 (+0.61%)
Updated
Dec 3 closing price
Net Assets
49.86M
DODGX
Price
$17.48
Change
+$0.10 (+0.58%)
Updated
Dec 3 closing price
Net Assets
118.72B
Interact to see
Advertisement

BBISX vs DODGX

Header iconBBISX vs DODGX Comparison
Open Charts BBISX vs DODGXBanner chart's image
Sterling Capital Behav Lg Cp Val Eq
Price$36.17
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets49.86M
Dodge & Cox Stock I
Price$17.48
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets118.72B
BBISX vs DODGX Comparison Chart in %
View a ticker or compare two or three
VS
BBISX vs. DODGX commentary
Dec 04, 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 BBISX is a Buy and DODGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. BBISX (49.9M). BBISX pays higher dividends than DODGX: BBISX (1.54) vs DODGX (1.32). BBISX was incepted earlier than DODGX: BBISX (33 years) vs DODGX (61 years). BBISX (0.78) is less costly to investors than DODGX (0.51). BBISX is a more actively managed with annual turnover of: 99.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BBISX: DODGX (2500) vs BBISX (1000000). BBISX annual gain was more profitable for investors over the last year : 14.93 vs. DODGX (-1.77). BBISX return over 5 years is better than : 109.92 vs. DODGX (47.44).
BBISXDODGXBBISX / DODGX
Total Expense Ratio0.780.51153%
Annual Report Gross Expense Ratio0.780.51153%
Fund Existence33 years61 years-
Gain YTD21.9319.268237%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets49.9M119B0%
Annual Yield % from dividends1.541.32117%
Returns for 1 year14.93-1.77-843%
Returns for 3 years58.8323.69248%
Returns for 5 years109.9247.44232%
Returns for 10 years146.2070.88206%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
VYLD27.300.04
+0.16%
Inverse Vix Short-Term Futures Etns Due March 22, 2045
DFSI41.710.01
+0.02%
Dimensional International Sstby Cr 1 ETF
DSTX31.25N/A
N/A
Distillate Intntnl Fndmntl Stblty&Vl ETF
SCHD27.38-0.15
-0.54%
Schwab US Dividend Equity ETF™
FXZ62.59-0.45
-0.71%
First Trust Materials AlphaDEX® ETF