DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
120.87B
IVKAX
Price
$19.67
Change
-$0.05 (-0.25%)
Updated
Sep 8 closing price
Net Assets
243.67M
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DODGX vs IVKAX

Header iconDODGX vs IVKAX Comparison
Open Charts DODGX vs IVKAXBanner chart's image
Dodge & Cox Stock I
Price$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets120.87B
VY® Invesco Comstock A
Price$19.67
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets243.67M
DODGX vs IVKAX Comparison Chart in %
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DODGX vs. IVKAX commentary
Sep 09, 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 IVKAX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. IVKAX (244M). IVKAX pays higher dividends than DODGX: IVKAX (1.44) vs DODGX (1.34). DODGX was incepted earlier than IVKAX: DODGX (61 years) vs IVKAX (23 years). IVKAX (1.30) is less costly to investors than DODGX (0.51). IVKAX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). IVKAX has a lower initial minimum investment than DODGX: IVKAX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.72 vs. IVKAX (-0.66). DODGX return over 5 years is better than : 71.26 vs. IVKAX (51.66).
DODGXIVKAXDODGX / IVKAX
Total Expense Ratio0.511.2043%
Annual Report Gross Expense Ratio0.511.3039%
Fund Existence61 years23 years-
Gain YTD8.875-3.167-280%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B244M49,590%
Annual Yield % from dividends1.341.4493%
Returns for 1 year6.72-0.66-1,011%
Returns for 3 years28.653.97722%
Returns for 5 years71.2651.66138%
Returns for 10 years77.3751.81149%
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