DODGX
Price
$16.74
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
119.42B
ERSTX
Price
$26.93
Change
-$0.02 (-0.07%)
Updated
Dec 26 closing price
Net Assets
1.39B
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DODGX vs ERSTX

Header iconDODGX vs ERSTX Comparison
Open Charts DODGX vs ERSTXBanner chart's image
Dodge & Cox Stock I
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.42B
Eaton Vance Large-Cap Value R
Price$26.93
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets1.39B
DODGX vs ERSTX Comparison Chart in %
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DODGX vs. ERSTX commentary
Dec 28, 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 Hold and ERSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. ERSTX (1.39B). DODGX pays higher dividends than ERSTX: DODGX (1.32) vs ERSTX (0.62). 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 : 5.43 vs. DODGX (3.81). DODGX return over 5 years is better than : 48.93 vs. ERSTX (34.16).
DODGXERSTXDODGX / ERSTX
Total Expense Ratio0.511.2541%
Annual Report Gross Expense Ratio0.511.2541%
Fund Existence61 years22 years-
Gain YTD5.3657.05276%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets119B1.39B8,549%
Annual Yield % from dividends1.320.62213%
Returns for 1 year3.815.4370%
Returns for 3 years30.0021.71138%
Returns for 5 years48.9334.16143%
Returns for 10 years74.4565.52114%
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