DNLVX
Price
$20.84
Change
+$0.14 (+0.68%)
Updated
Jul 3 closing price
Net Assets
174.94M
DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
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DNLVX vs DODGX

Header iconDNLVX vs DODGX Comparison
Open Charts DNLVX vs DODGXBanner chart's image
Dunham Large Cap Value N
Price$20.84
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets174.94M
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
DNLVX vs DODGX Comparison Chart in %
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DNLVX vs. DODGX commentary
Jul 07, 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 DNLVX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. DNLVX (175M). DODGX pays higher dividends than DNLVX: DODGX (1.38) vs DNLVX (0.76). DNLVX was incepted earlier than DODGX: DNLVX (21 years) vs DODGX (61 years). DNLVX (1.19) is less costly to investors than DODGX (0.51). DNLVX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than DNLVX: DODGX (2500) vs DNLVX (100000). DNLVX annual gain was more profitable for investors over the last year : 10.56 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. DNLVX (68.12).
DNLVXDODGXDNLVX / DODGX
Total Expense Ratio1.190.51233%
Annual Report Gross Expense Ratio1.190.51233%
Fund Existence21 years61 years-
Gain YTD8.4297.647110%
Front LoadN/AN/A-
Min. Initial Investment10000025004,000%
Min. Initial Investment IRAN/AN/A-
Net Assets175M114B0%
Annual Yield % from dividends0.761.3855%
Returns for 1 year10.568.33127%
Returns for 3 years31.1631.9398%
Returns for 5 years68.1279.1586%
Returns for 10 years38.7663.8361%
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