DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
HCMZX
Price
$21.34
Change
+$0.20 (+0.95%)
Updated
Sep 26 closing price
Net Assets
1.89B
Interact to see
Advertisement

DODGX vs HCMZX

Header iconDODGX vs HCMZX Comparison
Open Charts DODGX vs HCMZXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
HCM Sector Plus R
Price$21.34
Change+$0.20 (+0.95%)
VolumeN/A
Net Assets1.89B
DODGX vs HCMZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. HCMZX commentary
Sep 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. HCMZX (1.89B). 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 : 3.35 vs. HCMZX (1.09). DODGX return over 5 years is better than : 78.53 vs. HCMZX (63.91).
DODGXHCMZXDODGX / HCMZX
Total Expense Ratio0.511.8627%
Annual Report Gross Expense Ratio0.512.3622%
Fund Existence61 years11 years-
Gain YTD8.85112.73170%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B1.89B6,399%
Annual Yield % from dividends1.340.00-
Returns for 1 year3.351.09307%
Returns for 3 years45.7530.79149%
Returns for 5 years78.5363.91123%
Returns for 10 years87.64143.2461%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TTFNF63.731.91
+3.09%
TotalEnergies SE
FGETF8.10N/A
N/A
FLIGHT CENTRE TRAVEL GROUP LTD
RGNNF0.95N/A
N/A
RENERGEN LTD
BIMT2.20N/A
N/A
Bitmis Corp
JBHIF74.00N/A
N/A
JB Hi-Fi Limited