DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
IOVVX
Price
$34.37
Change
+$0.26 (+0.76%)
Updated
Sep 26 closing price
Net Assets
775.56M
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DODGX vs IOVVX

Header iconDODGX vs IOVVX Comparison
Open Charts DODGX vs IOVVXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Invesco Comstock Select R5
Price$34.37
Change+$0.26 (+0.76%)
VolumeN/A
Net Assets775.56M
DODGX vs IOVVX Comparison Chart in %
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DODGX vs. IOVVX commentary
Sep 28, 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 IOVVX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. IOVVX (776M). IOVVX pays higher dividends than DODGX: IOVVX (1.76) vs DODGX (1.34). DODGX was incepted earlier than IOVVX: DODGX (61 years) vs IOVVX (6 years). IOVVX (0.60) is less costly to investors than DODGX (0.51). IOVVX is a more actively managed with annual turnover of: 70.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than IOVVX: DODGX (2500) vs IOVVX (1000000). DODGX annual gain was more profitable for investors over the last year : 3.35 vs. IOVVX (-1.96). DODGX return over 5 years is better than : 78.53 vs. IOVVX (69.36).
DODGXIOVVXDODGX / IOVVX
Total Expense Ratio0.510.5986%
Annual Report Gross Expense Ratio0.510.6085%
Fund Existence61 years6 years-
Gain YTD8.85112.14673%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets121B776M15,593%
Annual Yield % from dividends1.341.7676%
Returns for 1 year3.35-1.96-170%
Returns for 3 years45.7521.06217%
Returns for 5 years78.5369.36113%
Returns for 10 years87.64N/A-
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