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DODGX vs HLIEX
DODGX vs HLIEX Comparison
Open Charts DODGX vs HLIEX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
JPMorgan Equity Income I
Price$25.90
Change-$0.22 (-0.84%)
VolumeN/A
Net Assets44.17B
DODGX vs HLIEX Comparison Chart in %
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DODGX vs. HLIEX commentary
Feb 05, 2026
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 HLIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. HLIEX (44.2B). HLIEX pays higher dividends than DODGX: HLIEX (1.54) vs DODGX (1.30). DODGX was incepted earlier than HLIEX: DODGX (61 years) vs HLIEX (39 years). HLIEX (0.70) is less costly to investors than DODGX (0.51). HLIEX is a more actively managed with annual turnover of: 20.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than HLIEX: DODGX (2500) vs HLIEX (1000000). HLIEX annual gain was more profitable for investors over the last year : 5.34 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. HLIEX (38.79).
| DODGX | HLIEX | DODGX / HLIEX | |
| Total Expense Ratio | 0.51 | 0.70 | 73% |
| Annual Report Gross Expense Ratio | 0.51 | 0.70 | 73% |
| Fund Existence | 61 years | 39 years | - |
| Gain YTD | 1.929 | 4.801 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 44.2B | 269% |
| Annual Yield % from dividends | 1.30 | 1.54 | 84% |
| Returns for 1 year | 1.19 | 5.34 | 22% |
| Returns for 3 years | 22.46 | 19.25 | 117% |
| Returns for 5 years | 41.75 | 38.79 | 108% |
| Returns for 10 years | 99.42 | 136.57 | 73% |
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