DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
IVKIX
Price
$20.10
Change
-$0.09 (-0.45%)
Updated
Sep 5 closing price
Net Assets
244.98M
Interact to see
Advertisement

DODGX vs IVKIX

Header iconDODGX vs IVKIX Comparison
Open Charts DODGX vs IVKIXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
VY® Invesco Comstock I
Price$20.10
Change-$0.09 (-0.45%)
VolumeN/A
Net Assets244.98M
DODGX vs IVKIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. IVKIX commentary
Sep 08, 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 IVKIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. IVKIX (245M). IVKIX pays higher dividends than DODGX: IVKIX (1.86) vs DODGX (1.34). DODGX was incepted earlier than IVKIX: DODGX (61 years) vs IVKIX (23 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). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. IVKIX (0.08). DODGX return over 5 years is better than : 69.07 vs. IVKIX (56.29).
DODGXIVKIXDODGX / IVKIX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence61 years23 years-
Gain YTD8.992-2.641-341%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B245M47,347%
Annual Yield % from dividends1.341.8672%
Returns for 1 year5.190.086,468%
Returns for 3 years33.896.11555%
Returns for 5 years69.0756.29123%
Returns for 10 years76.0360.97125%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYCHX177.311.78
+1.01%
Rydex Technology C
MXINX15.300.07
+0.43%
Empower International Index Inv
MYISX23.05N/A
N/A
Victory Integrity Small/Mid-Cap Value Y
EQTIX17.54-0.02
-0.11%
Shelton Equity Income Investor
JANBX50.33-0.09
-0.18%
Janus Henderson Balanced D