BBISX
Price
$38.11
Change
+$0.24 (+0.63%)
Updated
Jan 15 closing price
Net Assets
55.73M
DODGX
Price
$16.94
Change
-$0.01 (-0.06%)
Updated
Jan 15 closing price
Net Assets
119.13B
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BBISX vs DODGX

Header iconBBISX vs DODGX Comparison
Open Charts BBISX vs DODGXBanner chart's image
Sterling Capital Behav Lg Cp Val Eq
Price$38.11
Change+$0.24 (+0.63%)
VolumeN/A
Net Assets55.73M
Dodge & Cox Stock I
Price$16.94
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets119.13B
BBISX vs DODGX Comparison Chart in %
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BBISX vs. DODGX commentary
Jan 16, 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 BBISX is a Hold and DODGX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. BBISX (55.7M). BBISX pays higher dividends than DODGX: BBISX (1.53) 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 : 25.77 vs. DODGX (4.28). BBISX return over 5 years is better than : 106.37 vs. DODGX (41.63).
BBISXDODGXBBISX / DODGX
Total Expense Ratio0.780.51153%
Annual Report Gross Expense Ratio0.780.51153%
Fund Existence33 years61 years-
Gain YTD4.2402.110201%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets55.7M119B0%
Annual Yield % from dividends1.531.32116%
Returns for 1 year25.774.28602%
Returns for 3 years70.0125.57274%
Returns for 5 years106.3741.63256%
Returns for 10 years191.3798.78194%
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