DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
MSMIX
Price
$31.03
Change
+$0.16 (+0.52%)
Updated
Jul 3 closing price
Net Assets
957.35M
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DODGX vs MSMIX

Header iconDODGX vs MSMIX Comparison
Open Charts DODGX vs MSMIXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
NYLI WMC Value Investor Class
Price$31.03
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets957.35M
DODGX vs MSMIX Comparison Chart in %
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DODGX vs. MSMIX commentary
Jul 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 MSMIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. MSMIX (957M). DODGX pays higher dividends than MSMIX: DODGX (1.38) vs MSMIX (1.09). DODGX was incepted earlier than MSMIX: DODGX (61 years) vs MSMIX (17 years). MSMIX (1.27) is less costly to investors than DODGX (0.51). MSMIX is a more actively managed with annual turnover of: 38.00 vs. DODGX (15.00). MSMIX has a lower initial minimum investment than DODGX: MSMIX (1000) vs DODGX (2500). DODGX (8.33) and MSMIX (8.24) have marching annual gain over last year. DODGX return over 5 years is better than : 79.15 vs. MSMIX (-14.27).
DODGXMSMIXDODGX / MSMIX
Total Expense Ratio0.511.2740%
Annual Report Gross Expense Ratio0.511.2740%
Fund Existence61 years17 years-
Gain YTD7.6475.688134%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B957M11,912%
Annual Yield % from dividends1.381.09126%
Returns for 1 year8.338.24101%
Returns for 3 years31.9318.83170%
Returns for 5 years79.15-14.27-555%
Returns for 10 years63.83-26.45-241%
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