DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
EQNSX
Price
$23.46
Change
+$0.19 (+0.82%)
Updated
Sep 4 closing price
Net Assets
674.39M
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DODGX vs EQNSX

Header iconDODGX vs EQNSX Comparison
Open Charts DODGX vs EQNSXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
MFS Equity Income R2
Price$23.46
Change+$0.19 (+0.82%)
VolumeN/A
Net Assets674.39M
DODGX vs EQNSX Comparison Chart in %
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DODGX vs. EQNSX 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 EQNSX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. EQNSX (674M). EQNSX pays higher dividends than DODGX: EQNSX (1.66) vs DODGX (1.34). DODGX was incepted earlier than EQNSX: DODGX (61 years) vs EQNSX (13 years). EQNSX (1.20) is less costly to investors than DODGX (0.51). EQNSX is a more actively managed with annual turnover of: 45.00 vs. DODGX (15.00). EQNSX has a lower initial minimum investment than DODGX: EQNSX (0) vs DODGX (2500). EQNSX annual gain was more profitable for investors over the last year : 8.98 vs. DODGX (5.19). DODGX return over 5 years is better than : 69.07 vs. EQNSX (58.16).
DODGXEQNSXDODGX / EQNSX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.2043%
Fund Existence61 years13 years-
Gain YTD8.99212.36073%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B674M17,211%
Annual Yield % from dividends1.341.6681%
Returns for 1 year5.198.9858%
Returns for 3 years33.8936.8492%
Returns for 5 years69.0758.16119%
Returns for 10 years76.03114.8966%
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