DODGX
Price
$17.34
Change
-$0.18 (-1.03%)
Updated
Nov 13 closing price
Net Assets
118.72B
NBHRX
Price
$15.29
Change
-$0.12 (-0.78%)
Updated
Nov 13 closing price
Net Assets
980.67M
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DODGX vs NBHRX

Header iconDODGX vs NBHRX Comparison
Open Charts DODGX vs NBHRXBanner chart's image
Dodge & Cox Stock I
Price$17.34
Change-$0.18 (-1.03%)
VolumeN/A
Net Assets118.72B
Neuberger Berman Equity Income R3
Price$15.29
Change-$0.12 (-0.78%)
VolumeN/A
Net Assets980.67M
DODGX vs NBHRX Comparison Chart in %
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DODGX vs. NBHRX commentary
Nov 14, 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 NBHRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. NBHRX (981M). NBHRX (1.40) and DODGX (1.34) have matching dividends . DODGX was incepted earlier than NBHRX: DODGX (61 years) vs NBHRX (15 years). NBHRX (1.37) is less costly to investors than DODGX (0.51). NBHRX is a more actively managed with annual turnover of: 28.00 vs. DODGX (15.00). NBHRX has a lower initial minimum investment than DODGX: NBHRX (0) vs DODGX (2500). NBHRX annual gain was more profitable for investors over the last year : 7.68 vs. DODGX (-0.27). DODGX return over 5 years is better than : 58.91 vs. NBHRX (26.54).
DODGXNBHRXDODGX / NBHRX
Total Expense Ratio0.511.3737%
Annual Report Gross Expense Ratio0.511.3737%
Fund Existence61 years15 years-
Gain YTD10.27517.14660%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B981M12,130%
Annual Yield % from dividends1.341.4096%
Returns for 1 year-0.277.68-4%
Returns for 3 years27.5717.25160%
Returns for 5 years58.9126.54222%
Returns for 10 years76.5747.89160%
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