DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
EQNCX
Price
$23.41
Change
+$0.19 (+0.82%)
Updated
Sep 4 closing price
Net Assets
675.09M
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DODGX vs EQNCX

Header iconDODGX vs EQNCX Comparison
Open Charts DODGX vs EQNCXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
MFS Equity Income C
Price$23.41
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets675.09M
DODGX vs EQNCX Comparison Chart in %
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DODGX vs. EQNCX commentary
Sep 08, 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 DODGX is a Buy and EQNCX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. EQNCX (675M). DODGX pays higher dividends than EQNCX: DODGX (1.34) vs EQNCX (1.18). DODGX was incepted earlier than EQNCX: DODGX (61 years) vs EQNCX (13 years). EQNCX (1.70) is less costly to investors than DODGX (0.51). EQNCX is a more actively managed with annual turnover of: 45.00 vs. DODGX (15.00). EQNCX has a lower initial minimum investment than DODGX: EQNCX (1000) vs DODGX (2500). EQNCX annual gain was more profitable for investors over the last year : 8.57 vs. DODGX (5.19). DODGX return over 5 years is better than : 69.07 vs. EQNCX (52.93).
DODGXEQNCXDODGX / EQNCX
Total Expense Ratio0.511.6431%
Annual Report Gross Expense Ratio0.511.7030%
Fund Existence61 years13 years-
Gain YTD8.99212.09074%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B675M17,185%
Annual Yield % from dividends1.341.18114%
Returns for 1 year5.198.5761%
Returns for 3 years33.8934.3199%
Returns for 5 years69.0752.93130%
Returns for 10 years76.0399.3377%
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