DODGX
Price
$17.48
Change
+$0.10 (+0.58%)
Updated
Dec 3 closing price
Net Assets
118.72B
IVKSX
Price
$21.08
Change
+$0.20 (+0.96%)
Updated
Dec 3 closing price
Net Assets
235.37M
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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$17.48
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets118.72B
VY® Invesco Comstock S
Price$21.08
Change+$0.20 (+0.96%)
VolumeN/A
Net Assets235.37M
DODGX vs IVKSX Comparison Chart in %
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DODGX vs. IVKSX commentary
Dec 04, 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 IVKSX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. IVKSX (235M). 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 : -1.77 vs. IVKSX (-4.70). DODGX return over 5 years is better than : 47.44 vs. IVKSX (40.48).
DODGXIVKSXDODGX / IVKSX
Total Expense Ratio0.510.9554%
Annual Report Gross Expense Ratio0.511.0549%
Fund Existence61 years24 years-
Gain YTD9.2681.039892%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B235M50,638%
Annual Yield % from dividends1.321.5884%
Returns for 1 year-1.77-4.7038%
Returns for 3 years23.69-0.81-2,912%
Returns for 5 years47.4440.48117%
Returns for 10 years70.8856.16126%
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