DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
JDVVX
Price
$24.98
Change
-$0.09 (-0.36%)
Updated
Sep 5 closing price
Net Assets
18.33B
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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$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
JHancock Disciplined Value R5
Price$24.98
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets18.33B
DODGX vs JDVVX Comparison Chart in %
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DODGX vs. JDVVX commentary
Sep 08, 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: 116B vs. JDVVX (18.3B). DODGX pays higher dividends than JDVVX: DODGX (1.34) vs JDVVX (0.95). 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: 63.00 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 : 5.19 vs. JDVVX (1.02). DODGX return over 5 years is better than : 69.07 vs. JDVVX (41.19).
DODGXJDVVXDODGX / JDVVX
Total Expense Ratio0.510.6578%
Annual Report Gross Expense Ratio0.510.6677%
Fund Existence61 years16 years-
Gain YTD8.99210.92482%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B18.3B634%
Annual Yield % from dividends1.340.95141%
Returns for 1 year5.191.02510%
Returns for 3 years33.8919.04178%
Returns for 5 years69.0741.19168%
Returns for 10 years76.0348.67156%
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