DODGX
Price
$17.12
Change
+$0.21 (+1.24%)
Updated
Feb 4 closing price
Net Assets
119.13B
IVITX
Price
$21.87
Change
+$0.17 (+0.78%)
Updated
Feb 4 closing price
Net Assets
167.62M
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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$17.12
Change+$0.21 (+1.24%)
VolumeN/A
Net Assets119.13B
VY® Invesco Growth and Income S2
Price$21.87
Change+$0.17 (+0.78%)
VolumeN/A
Net Assets167.62M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Feb 05, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. IVITX (168M). DODGX pays higher dividends than IVITX: DODGX (1.30) vs IVITX (0.45). 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 : 1.19 vs. IVITX (-6.25). DODGX return over 5 years is better than : 41.75 vs. IVITX (5.37).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD1.9294.17746%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B168M70,833%
Annual Yield % from dividends1.300.45290%
Returns for 1 year1.19-6.25-19%
Returns for 3 years22.460.2011,120%
Returns for 5 years41.755.37778%
Returns for 10 years99.429.351,064%
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