DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
IAUYX
Price
$28.65
Change
+$0.20 (+0.70%)
Updated
Sep 26 closing price
Net Assets
3.69B
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DODGX vs IAUYX

Header iconDODGX vs IAUYX Comparison
Open Charts DODGX vs IAUYXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Invesco Dividend Income Y
Price$28.65
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets3.69B
DODGX vs IAUYX Comparison Chart in %
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DODGX vs. IAUYX commentary
Sep 27, 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 IAUYX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. IAUYX (3.7B). IAUYX pays higher dividends than DODGX: IAUYX (1.46) vs DODGX (1.34). DODGX was incepted earlier than IAUYX: DODGX (61 years) vs IAUYX (17 years). IAUYX (0.69) is less costly to investors than DODGX (0.51). IAUYX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). IAUYX has a lower initial minimum investment than DODGX: IAUYX (1000) vs DODGX (2500). IAUYX annual gain was more profitable for investors over the last year : 4.16 vs. DODGX (3.35). DODGX return over 5 years is better than : 78.53 vs. IAUYX (50.30).
DODGXIAUYXDODGX / IAUYX
Total Expense Ratio0.510.6974%
Annual Report Gross Expense Ratio0.510.6974%
Fund Existence61 years17 years-
Gain YTD8.85111.20979%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets121B3.7B3,275%
Annual Yield % from dividends1.341.4691%
Returns for 1 year3.354.1680%
Returns for 3 years45.7531.99143%
Returns for 5 years78.5350.30156%
Returns for 10 years87.6464.37136%
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