DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
IVITX
Price
$22.75
Change
-$0.21 (-0.91%)
Updated
Jun 13 closing price
Net Assets
151.11M
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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$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
VY® Invesco Growth and Income S2
Price$22.75
Change-$0.21 (-0.91%)
VolumeN/A
Net Assets151.11M
DODGX vs IVITX Comparison Chart
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DODGX vs. IVITX commentary
Jun 14, 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: 114B vs. IVITX (151M). DODGX pays higher dividends than IVITX: DODGX (1.40) vs IVITX (1.18). DODGX was incepted earlier than IVITX: DODGX (60 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 : 5.93 vs. IVITX (-0.68). DODGX return over 5 years is better than : 72.42 vs. IVITX (31.02).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence60 years23 years-
Gain YTD3.6422.477147%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B151M75,497%
Annual Yield % from dividends1.401.18119%
Returns for 1 year5.93-0.68-867%
Returns for 3 years28.151.421,977%
Returns for 5 years72.4231.02233%
Returns for 10 years53.93-16.97-318%
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