DODGX
Price
$273.36
Change
-$1.99 (-0.72%)
Updated
Jul 28 closing price
Net Assets
117.42B
JDVFX
Price
$24.41
Change
-$0.06 (-0.25%)
Updated
Jul 28 closing price
Net Assets
18.07B
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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$273.36
Change-$1.99 (-0.72%)
VolumeN/A
Net Assets117.42B
JHancock Disciplined Value R4
Price$24.41
Change-$0.06 (-0.25%)
VolumeN/A
Net Assets18.07B
DODGX vs JDVFX Comparison Chart in %
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DODGX vs. JDVFX commentary
Jul 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 JDVFX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B 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: 63.00 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 : 6.76 vs. JDVFX (-0.03). DODGX return over 5 years is better than : 75.02 vs. JDVFX (41.52).
DODGXJDVFXDODGX / JDVFX
Total Expense Ratio0.510.8560%
Annual Report Gross Expense Ratio0.510.9653%
Fund Existence61 years16 years-
Gain YTD7.9618.90189%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets117B18.1B646%
Annual Yield % from dividends1.380.82169%
Returns for 1 year6.76-0.03-25,715%
Returns for 3 years30.7715.92193%
Returns for 5 years75.0241.52181%
Returns for 10 years62.9236.76171%
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