DODGX
Price
$277.80
Change
+$2.05 (+0.74%)
Updated
Oct 17 closing price
Net Assets
120.32B
IPFPX
Price
$56.18
Change
+$0.37 (+0.66%)
Updated
Oct 17 closing price
Net Assets
308.69M
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DODGX vs IPFPX

Header iconDODGX vs IPFPX Comparison
Open Charts DODGX vs IPFPXBanner chart's image
Dodge & Cox Stock I
Price$277.80
Change+$2.05 (+0.74%)
VolumeN/A
Net Assets120.32B
Poplar Forest Partners Institutional
Price$56.18
Change+$0.37 (+0.66%)
VolumeN/A
Net Assets308.69M
DODGX vs IPFPX Comparison Chart in %
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DODGX vs. IPFPX commentary
Oct 20, 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 IPFPX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. IPFPX (309M). IPFPX pays higher dividends than DODGX: IPFPX (2.12) vs DODGX (1.33). DODGX was incepted earlier than IPFPX: DODGX (61 years) vs IPFPX (16 years). IPFPX (1.07) is less costly to investors than DODGX (0.51). IPFPX is a more actively managed with annual turnover of: 27.75 vs. DODGX (15.00). DODGX has a lower initial minimum investment than IPFPX: DODGX (2500) vs IPFPX (100000). IPFPX annual gain was more profitable for investors over the last year : 4.31 vs. DODGX (0.72). DODGX return over 5 years is better than : 69.30 vs. IPFPX (65.22).
DODGXIPFPXDODGX / IPFPX
Total Expense Ratio0.510.9653%
Annual Report Gross Expense Ratio0.511.0748%
Fund Existence61 years16 years-
Gain YTD9.28416.77455%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets120B309M38,835%
Annual Yield % from dividends1.332.1263%
Returns for 1 year0.724.3117%
Returns for 3 years38.9318.83207%
Returns for 5 years69.3065.22106%
Returns for 10 years74.2553.85138%
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