DODGX
Price
$17.12
Change
+$0.21 (+1.24%)
Updated
Feb 4 closing price
Net Assets
119.13B
IVKIX
Price
$22.17
Change
+$0.24 (+1.09%)
Updated
Feb 4 closing price
Net Assets
247.32M
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DODGX vs IVKIX

Header iconDODGX vs IVKIX Comparison
Open Charts DODGX vs IVKIXBanner chart's image
Dodge & Cox Stock I
Price$17.12
Change+$0.21 (+1.24%)
VolumeN/A
Net Assets119.13B
VY® Invesco Comstock I
Price$22.17
Change+$0.24 (+1.09%)
VolumeN/A
Net Assets247.32M
DODGX vs IVKIX Comparison Chart in %
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DODGX vs. IVKIX 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 IVKIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. IVKIX (247M). IVKIX pays higher dividends than DODGX: IVKIX (1.37) vs DODGX (1.30). DODGX was incepted earlier than IVKIX: DODGX (61 years) vs IVKIX (24 years). IVKIX (0.80) is less costly to investors than DODGX (0.51). IVKIX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). IVKIX has a lower initial minimum investment than DODGX: IVKIX (0) vs DODGX (2500). IVKIX annual gain was more profitable for investors over the last year : 3.47 vs. DODGX (2.21). DODGX (42.79) and IVKIX (41.91) have equivalent 5 years return.
DODGXIVKIXDODGX / IVKIX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence61 years24 years-
Gain YTD3.1955.02164%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B247M48,178%
Annual Yield % from dividends1.301.3795%
Returns for 1 year2.213.4764%
Returns for 3 years23.985.66424%
Returns for 5 years42.7941.91102%
Returns for 10 years101.8998.43104%
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