DODGX
Price
$16.74
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
119.42B
IVKSX
Price
$21.33
Change
-$0.21 (-0.97%)
Updated
Dec 26 closing price
Net Assets
238.28M
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DODGX vs IVKSX

Header iconDODGX vs IVKSX Comparison
Open Charts DODGX vs IVKSXBanner chart's image
Dodge & Cox Stock I
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.42B
VY® Invesco Comstock S
Price$21.33
Change-$0.21 (-0.97%)
VolumeN/A
Net Assets238.28M
DODGX vs IVKSX Comparison Chart in %
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DODGX vs. IVKSX commentary
Dec 28, 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 Hold and IVKSX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. IVKSX (238M). IVKSX pays higher dividends than DODGX: IVKSX (1.58) vs DODGX (1.32). DODGX was incepted earlier than IVKSX: DODGX (61 years) vs IVKSX (24 years). IVKSX (1.05) is less costly to investors than DODGX (0.51). IVKSX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). IVKSX has a lower initial minimum investment than DODGX: IVKSX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 3.81 vs. IVKSX (1.89). DODGX return over 5 years is better than : 48.93 vs. IVKSX (42.13).
DODGXIVKSXDODGX / IVKSX
Total Expense Ratio0.510.9554%
Annual Report Gross Expense Ratio0.511.0549%
Fund Existence61 years24 years-
Gain YTD5.3653.168169%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B238M50,000%
Annual Yield % from dividends1.321.5884%
Returns for 1 year3.811.89202%
Returns for 3 years30.005.27569%
Returns for 5 years48.9342.13116%
Returns for 10 years74.4562.30119%
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