BVALX
Price
$14.97
Change
+$0.02 (+0.13%)
Updated
Aug 15 closing price
Net Assets
1.61B
DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
Interact to see
Advertisement

BVALX vs DODGX

Header iconBVALX vs DODGX Comparison
Open Charts BVALX vs DODGXBanner chart's image
Brown Advisory BeutelGoodmanLg-CpValInst
Price$14.97
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets1.61B
Dodge & Cox Stock I
Price$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
BVALX vs DODGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BVALX vs. DODGX commentary
Aug 18, 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 BVALX is a Buy and DODGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. BVALX (1.61B). BVALX (1.42) and DODGX (1.39) have matching dividends . BVALX was incepted earlier than DODGX: BVALX (8 years) vs DODGX (61 years). BVALX (0.55) is less costly to investors than DODGX (0.51). BVALX is a more actively managed with annual turnover of: 24.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BVALX: DODGX (2500) vs BVALX (1000000). DODGX annual gain was more profitable for investors over the last year : 4.67 vs. BVALX (-4.95). DODGX return over 5 years is better than : 67.01 vs. BVALX (40.60).
BVALXDODGXBVALX / DODGX
Total Expense Ratio0.550.51108%
Annual Report Gross Expense Ratio0.550.51108%
Fund Existence8 years61 years-
Gain YTD2.0457.19728%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.61B116B1%
Annual Yield % from dividends1.421.39102%
Returns for 1 year-4.954.67-106%
Returns for 3 years14.9520.8372%
Returns for 5 years40.6067.0161%
Returns for 10 yearsN/A62.58-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NPRFF0.070.01
+23.64%
NEPRA FOODS INC.
BAYZF31.761.01
+3.28%
Bayer A.G.
GBUX0.710.01
+1.68%
GIVBUX INC.
AZIHF36.25N/A
N/A
Azimut Holding Spa
NWHUF3.45N/A
N/A
Northwest Healthcare Properties Real Estate Investment