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DODGX vs ERSTX
DODGX vs ERSTX Comparison
Open Charts DODGX vs ERSTX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
Eaton Vance Large-Cap Value R
Price$28.28
Change+$1.21 (+4.47%)
VolumeN/A
Net Assets1.43B
DODGX vs ERSTX Comparison Chart in %
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DODGX vs. ERSTX 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 DODGX is a Buy and ERSTX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. ERSTX (1.43B). DODGX pays higher dividends than ERSTX: DODGX (1.30) vs ERSTX (0.59). DODGX was incepted earlier than ERSTX: DODGX (61 years) vs ERSTX (22 years). ERSTX (1.25) is less costly to investors than DODGX (0.51). ERSTX is a more actively managed with annual turnover of: 75.00 vs. DODGX (15.00). ERSTX has a lower initial minimum investment than DODGX: ERSTX (1000) vs DODGX (2500). ERSTX annual gain was more profitable for investors over the last year : 8.36 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. ERSTX (35.30).
| DODGX | ERSTX | DODGX / ERSTX | |
| Total Expense Ratio | 0.51 | 1.25 | 41% |
| Annual Report Gross Expense Ratio | 0.51 | 1.25 | 41% |
| Fund Existence | 61 years | 22 years | - |
| Gain YTD | 1.929 | 6.037 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.43B | 8,333% |
| Annual Yield % from dividends | 1.30 | 0.59 | 220% |
| Returns for 1 year | 1.19 | 8.36 | 14% |
| Returns for 3 years | 22.46 | 22.60 | 99% |
| Returns for 5 years | 41.75 | 35.30 | 118% |
| Returns for 10 years | 99.42 | 91.11 | 109% |
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