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DODGX vs MSMIX
DODGX vs MSMIX Comparison
Open Charts DODGX vs MSMIX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
NYLI WMC Value Investor Class
Price$32.07
Change-$0.13 (-0.40%)
VolumeN/A
Net Assets956.5M
DODGX vs MSMIX Comparison Chart in %
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DODGX vs. MSMIX 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 MSMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. MSMIX (957M). DODGX pays higher dividends than MSMIX: DODGX (1.30) vs MSMIX (1.09). 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: 43.00 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 : 4.29 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. MSMIX (-29.52).
| DODGX | MSMIX | DODGX / MSMIX | |
| Total Expense Ratio | 0.51 | 1.27 | 40% |
| Annual Report Gross Expense Ratio | 0.51 | 1.27 | 40% |
| Fund Existence | 61 years | 18 years | - |
| Gain YTD | 1.929 | 2.887 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 957M | 12,435% |
| Annual Yield % from dividends | 1.30 | 1.09 | 120% |
| Returns for 1 year | 1.19 | 4.29 | 28% |
| Returns for 3 years | 22.46 | 18.43 | 122% |
| Returns for 5 years | 41.75 | -29.52 | -141% |
| Returns for 10 years | 99.42 | 4.98 | 1,996% |
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