DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
IVKSX
Price
$20.39
Change
+$0.14 (+0.69%)
Updated
Sep 26 closing price
Net Assets
231.95M
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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$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
VY® Invesco Comstock S
Price$20.39
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets231.95M
DODGX vs IVKSX Comparison Chart in %
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DODGX vs. IVKSX 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 IVKSX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. IVKSX (232M). IVKSX pays higher dividends than DODGX: IVKSX (1.64) vs DODGX (1.34). DODGX was incepted earlier than IVKSX: DODGX (61 years) vs IVKSX (23 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 : 3.35 vs. IVKSX (-0.85). DODGX return over 5 years is better than : 78.53 vs. IVKSX (66.77).
DODGXIVKSXDODGX / IVKSX
Total Expense Ratio0.510.9554%
Annual Report Gross Expense Ratio0.511.0549%
Fund Existence61 years23 years-
Gain YTD8.851-1.379-642%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B232M52,155%
Annual Yield % from dividends1.341.6482%
Returns for 1 year3.35-0.85-392%
Returns for 3 years45.7515.48296%
Returns for 5 years78.5366.77118%
Returns for 10 years87.6468.31128%
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