DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
IVITX
Price
$19.57
Change
-$0.10 (-0.51%)
Updated
Sep 5 closing price
Net Assets
156M
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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$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
VY® Invesco Growth and Income S2
Price$19.57
Change-$0.10 (-0.51%)
VolumeN/A
Net Assets156M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Sep 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: 116B vs. IVITX (156M). DODGX pays higher dividends than IVITX: DODGX (1.34) 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 : 5.19 vs. IVITX (-7.84). DODGX return over 5 years is better than : 69.07 vs. IVITX (17.94).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD8.992-11.415-79%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B156M74,359%
Annual Yield % from dividends1.340.48277%
Returns for 1 year5.19-7.84-66%
Returns for 3 years33.89-0.38-8,839%
Returns for 5 years69.0717.94385%
Returns for 10 years76.03-9.91-767%
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