DODGX
Price
$273.36
Change
-$1.99 (-0.72%)
Updated
Jul 28 closing price
Net Assets
117.42B
IVITX
Price
$19.58
Change
-$0.03 (-0.15%)
Updated
Jul 28 closing price
Net Assets
156.27M
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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$273.36
Change-$1.99 (-0.72%)
VolumeN/A
Net Assets117.42B
VY® Invesco Growth and Income S2
Price$19.58
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets156.27M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Jul 29, 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 IVITX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. IVITX (156M). DODGX pays higher dividends than IVITX: DODGX (1.38) vs IVITX (1.12). 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 : 4.11 vs. IVITX (-7.80). DODGX return over 5 years is better than : 72.07 vs. IVITX (21.88).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD7.181-11.370-63%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets117B156M75,000%
Annual Yield % from dividends1.381.12123%
Returns for 1 year4.11-7.80-53%
Returns for 3 years26.13-3.10-843%
Returns for 5 years72.0721.88329%
Returns for 10 years60.75-16.24-374%
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