DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
120.87B
ERSTX
Price
$26.70
Change
-$0.01 (-0.04%)
Updated
Sep 8 closing price
Net Assets
1.41B
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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$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets120.87B
Eaton Vance Large-Cap Value R
Price$26.70
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.41B
DODGX vs ERSTX Comparison Chart in %
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DODGX vs. ERSTX commentary
Sep 10, 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 ERSTX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. ERSTX (1.41B). DODGX pays higher dividends than ERSTX: DODGX (1.34) vs ERSTX (0.70). 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). DODGX annual gain was more profitable for investors over the last year : 6.72 vs. ERSTX (6.19). DODGX return over 5 years is better than : 71.26 vs. ERSTX (48.71).
DODGXERSTXDODGX / ERSTX
Total Expense Ratio0.511.2541%
Annual Report Gross Expense Ratio0.511.2541%
Fund Existence61 years22 years-
Gain YTD8.8756.012148%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets121B1.41B8,557%
Annual Yield % from dividends1.340.70192%
Returns for 1 year6.726.19108%
Returns for 3 years28.6516.76171%
Returns for 5 years71.2648.71146%
Returns for 10 years77.3760.30128%
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