DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
IVITX
Price
$23.83
Change
+$0.15 (+0.63%)
Updated
Jul 3 closing price
Net Assets
155.96M
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
VY® Invesco Growth and Income S2
Price$23.83
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets155.96M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Jul 07, 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 (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 : 8.33 vs. IVITX (3.05). DODGX return over 5 years is better than : 79.15 vs. IVITX (38.72).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD7.6477.342104%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B156M73,077%
Annual Yield % from dividends1.381.12123%
Returns for 1 year8.333.05273%
Returns for 3 years31.936.15519%
Returns for 5 years79.1538.72204%
Returns for 10 years63.83-11.27-566%
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