DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
116.17B
HCMZX
Price
$20.69
Change
+$0.04 (+0.19%)
Updated
Sep 8 closing price
Net Assets
1.84B
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DODGX vs HCMZX

Header iconDODGX vs HCMZX Comparison
Open Charts DODGX vs HCMZXBanner chart's image
Dodge & Cox Stock I
Price$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets116.17B
HCM Sector Plus R
Price$20.69
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets1.84B
DODGX vs HCMZX Comparison Chart in %
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DODGX vs. HCMZX commentary
Sep 09, 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 HCMZX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. HCMZX (1.84B). DODGX pays higher dividends than HCMZX: DODGX (1.34) vs HCMZX (0.00). DODGX was incepted earlier than HCMZX: DODGX (61 years) vs HCMZX (11 years). HCMZX (2.36) is less costly to investors than DODGX (0.51). HCMZX is a more actively managed with annual turnover of: 108.00 vs. DODGX (15.00). HCMZX has a lower initial minimum investment than DODGX: HCMZX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. HCMZX (3.57). DODGX return over 5 years is better than : 69.07 vs. HCMZX (49.50).
DODGXHCMZXDODGX / HCMZX
Total Expense Ratio0.511.8627%
Annual Report Gross Expense Ratio0.512.3622%
Fund Existence61 years11 years-
Gain YTD8.9928.875101%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B1.84B6,318%
Annual Yield % from dividends1.340.00-
Returns for 1 year5.193.57145%
Returns for 3 years33.8921.07161%
Returns for 5 years69.0749.50140%
Returns for 10 years76.03124.0961%
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