DODGX
Price
$277.80
Change
+$2.05 (+0.74%)
Updated
Oct 17 closing price
Net Assets
120.32B
IVITX
Price
$19.77
Change
+$0.10 (+0.51%)
Updated
Oct 17 closing price
Net Assets
154.77M
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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$277.80
Change+$2.05 (+0.74%)
VolumeN/A
Net Assets120.32B
VY® Invesco Growth and Income S2
Price$19.77
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets154.77M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Oct 18, 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 Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. IVITX (155M). DODGX pays higher dividends than IVITX: DODGX (1.33) vs IVITX (0.48). 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 : 0.72 vs. IVITX (-11.58). DODGX return over 5 years is better than : 69.30 vs. IVITX (16.43).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD9.284-10.510-88%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets120B155M77,419%
Annual Yield % from dividends1.330.48278%
Returns for 1 year0.72-11.58-6%
Returns for 3 years38.932.761,411%
Returns for 5 years69.3016.43422%
Returns for 10 years74.25-10.23-726%
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