DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
116.17B
JDVFX
Price
$24.91
Change
+$0.03 (+0.12%)
Updated
Sep 8 closing price
Net Assets
18.35B
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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$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets116.17B
JHancock Disciplined Value R4
Price$24.91
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets18.35B
DODGX vs JDVFX Comparison Chart in %
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DODGX vs. JDVFX commentary
Sep 09, 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: 116B vs. JDVFX (18.3B). DODGX pays higher dividends than JDVFX: DODGX (1.34) vs JDVFX (0.79). 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 : 5.19 vs. JDVFX (0.79). DODGX return over 5 years is better than : 69.07 vs. JDVFX (40.18).
DODGXJDVFXDODGX / JDVFX
Total Expense Ratio0.510.8560%
Annual Report Gross Expense Ratio0.510.9653%
Fund Existence61 years16 years-
Gain YTD8.99210.72584%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B18.3B634%
Annual Yield % from dividends1.340.79170%
Returns for 1 year5.190.79655%
Returns for 3 years33.8918.52183%
Returns for 5 years69.0740.18172%
Returns for 10 years76.0346.80162%
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