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DODGX vs MCDVX
DODGX vs MCDVX Comparison
Open Charts DODGX vs MCDVX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
BlackRock Equity Dividend Inv C
Price$19.94
Change+$0.55 (+2.84%)
VolumeN/A
Net Assets19.81B
DODGX vs MCDVX Comparison Chart in %
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DODGX vs. MCDVX commentary
Feb 04, 2026
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 MCDVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. MCDVX (19.8B). DODGX pays higher dividends than MCDVX: DODGX (1.30) vs MCDVX (1.20). DODGX was incepted earlier than MCDVX: DODGX (61 years) vs MCDVX (31 years). MCDVX (1.70) is less costly to investors than DODGX (0.51). MCDVX is a more actively managed with annual turnover of: 53.00 vs. DODGX (15.00). MCDVX has a lower initial minimum investment than DODGX: MCDVX (1000) vs DODGX (2500). MCDVX annual gain was more profitable for investors over the last year : 11.30 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. MCDVX (5.92).
| DODGX | MCDVX | DODGX / MCDVX | |
| Total Expense Ratio | 0.51 | 1.70 | 30% |
| Annual Report Gross Expense Ratio | 0.51 | 1.70 | 30% |
| Fund Existence | 61 years | 31 years | - |
| Gain YTD | 1.929 | 4.453 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 19.8B | 601% |
| Annual Yield % from dividends | 1.30 | 1.20 | 108% |
| Returns for 1 year | 1.19 | 11.30 | 10% |
| Returns for 3 years | 22.46 | 15.33 | 146% |
| Returns for 5 years | 41.75 | 5.92 | 705% |
| Returns for 10 years | 99.42 | 15.70 | 633% |
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