DODGX
Price
$16.74
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
119.42B
IVITX
Price
$21.06
Change
+$0.01 (+0.05%)
Updated
Dec 26 closing price
Net Assets
162.89M
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DODGX vs IVITX

Header iconDODGX vs IVITX Comparison
Open Charts DODGX vs IVITXBanner chart's image
Dodge & Cox Stock I
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.42B
VY® Invesco Growth and Income S2
Price$21.06
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets162.89M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Dec 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 Hold and IVITX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. IVITX (163M). DODGX pays higher dividends than IVITX: DODGX (1.32) vs IVITX (0.47). DODGX was incepted earlier than IVITX: DODGX (61 years) vs IVITX (23 years). IVITX (1.04) is less costly to investors than DODGX (0.51). IVITX is a more actively managed with annual turnover of: 30.00 vs. DODGX (15.00). IVITX has a lower initial minimum investment than DODGX: IVITX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 3.81 vs. IVITX (-6.02). DODGX return over 5 years is better than : 48.93 vs. IVITX (8.31).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD5.365-4.670-115%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B163M73,006%
Annual Yield % from dividends1.320.47282%
Returns for 1 year3.81-6.02-63%
Returns for 3 years30.003.29913%
Returns for 5 years48.938.31589%
Returns for 10 years74.45-5.69-1,308%
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