DODGX
Price
$16.74
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
119.42B
HQIYX
Price
$20.94
Change
+$0.02 (+0.10%)
Updated
Dec 26 closing price
Net Assets
5.02B
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DODGX vs HQIYX

Header iconDODGX vs HQIYX Comparison
Open Charts DODGX vs HQIYXBanner chart's image
Dodge & Cox Stock I
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.42B
Hartford Equity Income Y
Price$20.94
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets5.02B
DODGX vs HQIYX Comparison Chart in %
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DODGX vs. HQIYX commentary
Dec 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 Hold and HQIYX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. HQIYX (5.02B). HQIYX pays higher dividends than DODGX: HQIYX (1.82) vs DODGX (1.32). DODGX was incepted earlier than HQIYX: DODGX (61 years) vs HQIYX (22 years). HQIYX (0.73) is less costly to investors than DODGX (0.51). HQIYX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than HQIYX: DODGX (2500) vs HQIYX (250000). HQIYX (3.87) and DODGX (3.81) have marching annual gain over last year. DODGX return over 5 years is better than : 48.93 vs. HQIYX (15.76).
DODGXHQIYXDODGX / HQIYX
Total Expense Ratio0.510.7370%
Annual Report Gross Expense Ratio0.510.7370%
Fund Existence61 years22 years-
Gain YTD5.3654.823111%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets119B5.02B2,369%
Annual Yield % from dividends1.321.8273%
Returns for 1 year3.813.8798%
Returns for 3 years30.008.41357%
Returns for 5 years48.9315.76311%
Returns for 10 years74.4541.99177%
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