DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
HCMAX
Price
$29.38
Change
+$0.01 (+0.03%)
Updated
Jul 3 closing price
Net Assets
121.49M
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DODGX vs HCMAX

Header iconDODGX vs HCMAX Comparison
Open Charts DODGX vs HCMAXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Hillman Value
Price$29.38
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets121.49M
DODGX vs HCMAX Comparison Chart in %
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DODGX vs. HCMAX commentary
Jul 06, 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 HCMAX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. HCMAX (121M). HCMAX pays higher dividends than DODGX: HCMAX (1.65) vs DODGX (1.38). DODGX was incepted earlier than HCMAX: DODGX (61 years) vs HCMAX (25 years). HCMAX (0.99) is less costly to investors than DODGX (0.51). HCMAX is a more actively managed with annual turnover of: 31.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than HCMAX: DODGX (2500) vs HCMAX (5000). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. HCMAX (-5.54). DODGX return over 5 years is better than : 79.15 vs. HCMAX (21.45).
DODGXHCMAXDODGX / HCMAX
Total Expense Ratio0.510.9554%
Annual Report Gross Expense Ratio0.510.9952%
Fund Existence61 years25 years-
Gain YTD7.6474.891156%
Front LoadN/AN/A-
Min. Initial Investment2500500050%
Min. Initial Investment IRAN/AN/A-
Net Assets114B121M94,215%
Annual Yield % from dividends1.381.6584%
Returns for 1 year8.33-5.54-150%
Returns for 3 years31.936.03529%
Returns for 5 years79.1521.45369%
Returns for 10 years63.8377.2783%
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