DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
IVKIX
Price
$20.39
Change
+$0.13 (+0.64%)
Updated
Sep 26 closing price
Net Assets
231.95M
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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$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
VY® Invesco Comstock I
Price$20.39
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets231.95M
DODGX vs IVKIX Comparison Chart in %
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DODGX vs. IVKIX commentary
Sep 29, 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 Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. IVKIX (232M). 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 : 3.35 vs. IVKIX (-0.61). DODGX return over 5 years is better than : 78.53 vs. IVKIX (68.79).
DODGXIVKIXDODGX / IVKIX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence61 years23 years-
Gain YTD8.851-1.236-716%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B232M52,155%
Annual Yield % from dividends1.341.8672%
Returns for 1 year3.35-0.61-548%
Returns for 3 years45.7516.28281%
Returns for 5 years78.5368.79114%
Returns for 10 years87.6472.50121%
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