DODGX
Price
$17.48
Change
+$0.10 (+0.58%)
Updated
Dec 3 closing price
Net Assets
118.72B
MSMIX
Price
$33.22
Change
+$0.45 (+1.37%)
Updated
Dec 3 closing price
Net Assets
951.75M
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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$17.48
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets118.72B
NYLI WMC Value Investor Class
Price$33.22
Change+$0.45 (+1.37%)
VolumeN/A
Net Assets951.75M
DODGX vs MSMIX Comparison Chart in %
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DODGX vs. MSMIX commentary
Dec 04, 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: 119B vs. MSMIX (952M). DODGX pays higher dividends than MSMIX: DODGX (1.32) vs MSMIX (1.02). DODGX was incepted earlier than MSMIX: DODGX (61 years) vs MSMIX (18 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). MSMIX annual gain was more profitable for investors over the last year : 1.22 vs. DODGX (-1.77). DODGX return over 5 years is better than : 47.44 vs. MSMIX (-22.60).
DODGXMSMIXDODGX / MSMIX
Total Expense Ratio0.511.2740%
Annual Report Gross Expense Ratio0.511.2740%
Fund Existence61 years18 years-
Gain YTD9.26811.64880%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets119B952M12,500%
Annual Yield % from dividends1.321.02130%
Returns for 1 year-1.771.22-145%
Returns for 3 years23.6914.91159%
Returns for 5 years47.44-22.60-210%
Returns for 10 years70.88-5.39-1,316%
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