DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
MSMIX
Price
$31.83
Change
-$0.15 (-0.47%)
Updated
Sep 5 closing price
Net Assets
956.31M
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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$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
NYLI WMC Value Investor Class
Price$31.83
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets956.31M
DODGX vs MSMIX Comparison Chart in %
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DODGX vs. MSMIX commentary
Sep 08, 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: 116B vs. MSMIX (956M). DODGX pays higher dividends than MSMIX: DODGX (1.34) vs MSMIX (1.06). 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). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. MSMIX (4.92). DODGX return over 5 years is better than : 69.07 vs. MSMIX (-19.53).
DODGXMSMIXDODGX / MSMIX
Total Expense Ratio0.511.2740%
Annual Report Gross Expense Ratio0.511.2740%
Fund Existence61 years18 years-
Gain YTD8.9928.413107%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B956M12,134%
Annual Yield % from dividends1.341.06127%
Returns for 1 year5.194.92105%
Returns for 3 years33.8919.77171%
Returns for 5 years69.07-19.53-354%
Returns for 10 years76.03-19.46-391%
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