DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
JHERX
Price
$20.13
Change
+$0.10 (+0.50%)
Updated
Sep 4 closing price
Net Assets
600.32M
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DODGX vs JHERX

Header iconDODGX vs JHERX Comparison
Open Charts DODGX vs JHERXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
JHancock Equity Income C
Price$20.13
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets600.32M
DODGX vs JHERX Comparison Chart in %
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DODGX vs. JHERX commentary
Sep 07, 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 JHERX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JHERX (600M). DODGX pays higher dividends than JHERX: DODGX (1.34) vs JHERX (0.92). DODGX was incepted earlier than JHERX: DODGX (61 years) vs JHERX (10 years). JHERX (1.84) is less costly to investors than DODGX (0.51). JHERX is a more actively managed with annual turnover of: 22.00 vs. DODGX (15.00). JHERX has a lower initial minimum investment than DODGX: JHERX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. JHERX (-2.57). DODGX return over 5 years is better than : 69.07 vs. JHERX (26.55).
DODGXJHERXDODGX / JHERX
Total Expense Ratio0.511.8328%
Annual Report Gross Expense Ratio0.511.8428%
Fund Existence61 years10 years-
Gain YTD8.9927.407121%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B600M19,333%
Annual Yield % from dividends1.340.92145%
Returns for 1 year5.19-2.57-201%
Returns for 3 years33.893.261,040%
Returns for 5 years69.0726.55260%
Returns for 10 years76.0316.55459%
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