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BVSIX vs DODGX
BVSIX vs DODGX Comparison
Open Charts BVSIX vs DODGX
Baywood Socially Responsible Instl
Price$18.33
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets26.97M
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
BVSIX vs DODGX Comparison Chart in %
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BVSIX vs. DODGX commentary
Feb 05, 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 BVSIX is a Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. BVSIX (27M). DODGX pays higher dividends than BVSIX: DODGX (1.30) vs BVSIX (1.17). BVSIX was incepted earlier than DODGX: BVSIX (21 years) vs DODGX (61 years). BVSIX (3.03) is less costly to investors than DODGX (0.51). BVSIX (15.00) and DODGX (15.00) have comparable annual turnover. DODGX has a lower initial minimum investment than BVSIX: DODGX (2500) vs BVSIX (5000). BVSIX annual gain was more profitable for investors over the last year : 6.60 vs. DODGX (1.19). BVSIX return over 5 years is better than : 55.84 vs. DODGX (41.75).
| BVSIX | DODGX | BVSIX / DODGX | |
| Total Expense Ratio | 0.89 | 0.51 | 175% |
| Annual Report Gross Expense Ratio | 3.03 | 0.51 | 594% |
| Fund Existence | 21 years | 61 years | - |
| Gain YTD | 3.268 | 1.929 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27M | 119B | 0% |
| Annual Yield % from dividends | 1.17 | 1.30 | 90% |
| Returns for 1 year | 6.60 | 1.19 | 557% |
| Returns for 3 years | 28.39 | 22.46 | 126% |
| Returns for 5 years | 55.84 | 41.75 | 134% |
| Returns for 10 years | 148.83 | 99.42 | 150% |
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