DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
120.87B
IPETX
Price
$5.38
Change
-$0.00 (-0.00%)
Updated
Sep 8 closing price
Net Assets
517.61M
Interact to see
Advertisement

DODGX vs IPETX

Header iconDODGX vs IPETX Comparison
Open Charts DODGX vs IPETXBanner chart's image
Dodge & Cox Stock I
Price$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets120.87B
Voya Large Cap Value Port S2
Price$5.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets517.61M
DODGX vs IPETX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. IPETX commentary
Sep 09, 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 IPETX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. IPETX (518M). DODGX (1.34) and IPETX (1.32) have matching dividends . DODGX was incepted earlier than IPETX: DODGX (61 years) vs IPETX (12 years). IPETX (1.27) is less costly to investors than DODGX (0.51). IPETX is a more actively managed with annual turnover of: 101.00 vs. DODGX (15.00). IPETX has a lower initial minimum investment than DODGX: IPETX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.72 vs. IPETX (-5.94). DODGX return over 5 years is better than : 71.26 vs. IPETX (-40.52).
DODGXIPETXDODGX / IPETX
Total Expense Ratio0.511.0947%
Annual Report Gross Expense Ratio0.511.2740%
Fund Existence61 years12 years-
Gain YTD8.875-9.846-90%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B518M23,359%
Annual Yield % from dividends1.341.32101%
Returns for 1 year6.72-5.94-113%
Returns for 3 years28.6511.57248%
Returns for 5 years71.26-40.52-176%
Returns for 10 years77.37-40.90-189%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IEFA86.740.89
+1.04%
iShares Core MSCI EAFE ETF
JSML73.600.41
+0.57%
Janus Henderson Small Cap Gr Alpha ETF
SUSL112.950.28
+0.25%
iShares ESG MSCI USA Leaders ETF
PSFD35.830.06
+0.17%
Pacer Swan SOS Flex (January) ETF
INTW22.080.01
+0.05%
GraniteShares 2x Long INTC Daily ETF