DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
JDVVX
Price
$24.42
Change
+$0.20 (+0.83%)
Updated
Jul 3 closing price
Net Assets
18.12B
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DODGX vs JDVVX

Header iconDODGX vs JDVVX Comparison
Open Charts DODGX vs JDVVXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
JHancock Disciplined Value R5
Price$24.42
Change+$0.20 (+0.83%)
VolumeN/A
Net Assets18.12B
DODGX vs JDVVX Comparison Chart in %
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DODGX vs. JDVVX 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 JDVVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JDVVX (18.1B). DODGX pays higher dividends than JDVVX: DODGX (1.38) vs JDVVX (0.99). DODGX was incepted earlier than JDVVX: DODGX (61 years) vs JDVVX (16 years). JDVVX (0.66) is less costly to investors than DODGX (0.51). JDVVX is a more actively managed with annual turnover of: 48.00 vs. DODGX (15.00). JDVVX has a lower initial minimum investment than DODGX: JDVVX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. JDVVX (0.40). DODGX return over 5 years is better than : 79.15 vs. JDVVX (47.06).
DODGXJDVVXDODGX / JDVVX
Total Expense Ratio0.510.6677%
Annual Report Gross Expense Ratio0.510.6677%
Fund Existence61 years16 years-
Gain YTD7.6478.43791%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B18.1B630%
Annual Yield % from dividends1.380.99139%
Returns for 1 year8.330.402,080%
Returns for 3 years31.9318.02177%
Returns for 5 years79.1547.06168%
Returns for 10 years63.8337.75169%
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