DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
JDVFX
Price
$24.33
Change
+$0.19 (+0.79%)
Updated
Jul 3 closing price
Net Assets
18.12B
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DODGX vs JDVFX

Header iconDODGX vs JDVFX Comparison
Open Charts DODGX vs JDVFXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
JHancock Disciplined Value R4
Price$24.33
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets18.12B
DODGX vs JDVFX Comparison Chart in %
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DODGX vs. JDVFX commentary
Jul 06, 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 JDVFX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JDVFX (18.1B). DODGX pays higher dividends than JDVFX: DODGX (1.38) vs JDVFX (0.82). DODGX was incepted earlier than JDVFX: DODGX (61 years) vs JDVFX (16 years). JDVFX (0.96) is less costly to investors than DODGX (0.51). JDVFX is a more actively managed with annual turnover of: 48.00 vs. DODGX (15.00). JDVFX has a lower initial minimum investment than DODGX: JDVFX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. JDVFX (0.17). DODGX return over 5 years is better than : 79.15 vs. JDVFX (45.98).
DODGXJDVFXDODGX / JDVFX
Total Expense Ratio0.510.8560%
Annual Report Gross Expense Ratio0.510.9653%
Fund Existence61 years16 years-
Gain YTD7.6478.27892%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B18.1B630%
Annual Yield % from dividends1.380.82169%
Returns for 1 year8.330.174,825%
Returns for 3 years31.9317.44183%
Returns for 5 years79.1545.98172%
Returns for 10 years63.8335.98177%
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