DODGX
Price
$277.80
Change
+$2.05 (+0.74%)
Updated
Oct 17 closing price
Net Assets
120.32B
NBHRX
Price
$15.13
Change
+$0.01 (+0.07%)
Updated
Oct 17 closing price
Net Assets
973.05M
Interact to see
Advertisement

DODGX vs NBHRX

Header iconDODGX vs NBHRX Comparison
Open Charts DODGX vs NBHRXBanner chart's image
Dodge & Cox Stock I
Price$277.80
Change+$2.05 (+0.74%)
VolumeN/A
Net Assets120.32B
Neuberger Berman Equity Income R3
Price$15.13
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets973.05M
DODGX vs NBHRX Comparison Chart in %
View a ticker or compare two or three
VS
DODGX vs. NBHRX commentary
Oct 19, 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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. NBHRX (973M). NBHRX (1.38) and DODGX (1.33) 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 : 5.51 vs. DODGX (0.72). DODGX return over 5 years is better than : 69.30 vs. NBHRX (28.92).
DODGXNBHRXDODGX / NBHRX
Total Expense Ratio0.511.3737%
Annual Report Gross Expense Ratio0.511.3737%
Fund Existence61 years15 years-
Gain YTD9.28415.01862%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets120B973M12,333%
Annual Yield % from dividends1.331.3897%
Returns for 1 year0.725.5113%
Returns for 3 years38.9323.88163%
Returns for 5 years69.3028.92240%
Returns for 10 years74.2543.13172%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
GNFT4.240.08
+1.92%
Genfit SA
EEX4.840.06
+1.26%
Emerald Holding
VLO157.771.38
+0.88%
Valero Energy Corp
CZR21.45-0.28
-1.29%
Caesars Entertainment
JVA4.22-0.11
-2.65%
Coffee Holding Co