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CFJAX vs DODGX
CFJAX vs DODGX Comparison
Open Charts CFJAX vs DODGX
Calvert US Large Cap Value Rspnb Idx A
Price$35.92
Change+$0.37 (+1.04%)
VolumeN/A
Net Assets1.91B
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
CFJAX vs DODGX Comparison Chart in %
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CFJAX 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 CFJAX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. CFJAX (1.91B). CFJAX pays higher dividends than DODGX: CFJAX (1.75) vs DODGX (1.30). CFJAX was incepted earlier than DODGX: CFJAX (11 years) vs DODGX (61 years). CFJAX (0.62) is less costly to investors than DODGX (0.51). CFJAX is a more actively managed with annual turnover of: 27.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than CFJAX: DODGX (2500) vs CFJAX (5000). CFJAX annual gain was more profitable for investors over the last year : 8.69 vs. DODGX (0.79). DODGX (44.50) and CFJAX (43.36) have equivalent 5 years return.
| CFJAX | DODGX | CFJAX / DODGX | |
| Total Expense Ratio | 0.49 | 0.51 | 96% |
| Annual Report Gross Expense Ratio | 0.62 | 0.51 | 122% |
| Fund Existence | 11 years | 61 years | - |
| Gain YTD | 5.085 | 2.230 | 228% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 5000 | 2500 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 119B | 2% |
| Annual Yield % from dividends | 1.75 | 1.30 | 135% |
| Returns for 1 year | 8.69 | 0.79 | 1,096% |
| Returns for 3 years | 28.77 | 22.82 | 126% |
| Returns for 5 years | 43.36 | 44.50 | 97% |
| Returns for 10 years | 142.37 | 100.01 | 142% |
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