DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
JDVPX
Price
$24.25
Change
+$0.19 (+0.79%)
Updated
Jul 3 closing price
Net Assets
18.12B
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DODGX vs JDVPX

Header iconDODGX vs JDVPX Comparison
Open Charts DODGX vs JDVPXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
JHancock Disciplined Value R2
Price$24.25
Change+$0.19 (+0.79%)
VolumeN/A
Net Assets18.12B
DODGX vs JDVPX Comparison Chart in %
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DODGX vs. JDVPX 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 JDVPX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JDVPX (18.1B). DODGX pays higher dividends than JDVPX: DODGX (1.38) vs JDVPX (0.59). DODGX was incepted earlier than JDVPX: DODGX (61 years) vs JDVPX (13 years). JDVPX (1.11) is less costly to investors than DODGX (0.51). JDVPX is a more actively managed with annual turnover of: 48.00 vs. DODGX (15.00). JDVPX has a lower initial minimum investment than DODGX: JDVPX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. JDVPX (-0.11). DODGX return over 5 years is better than : 79.15 vs. JDVPX (44.82).
DODGXJDVPXDODGX / JDVPX
Total Expense Ratio0.511.1046%
Annual Report Gross Expense Ratio0.511.1146%
Fund Existence61 years13 years-
Gain YTD7.6478.16294%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B18.1B630%
Annual Yield % from dividends1.380.59235%
Returns for 1 year8.33-0.11-7,247%
Returns for 3 years31.9316.84190%
Returns for 5 years79.1544.82177%
Returns for 10 years63.8333.88188%
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