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DODGX vs NBHRX
DODGX vs NBHRX Comparison
Open Charts DODGX vs NBHRX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
Neuberger Equity Income R3
Price$16.37
Change+$1.24 (+8.20%)
VolumeN/A
Net Assets1.03B
DODGX vs NBHRX Comparison Chart in %
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DODGX vs. NBHRX 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 NBHRX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. NBHRX (1.03B). DODGX (1.30) and NBHRX (1.28) have matching dividends . DODGX was incepted earlier than NBHRX: DODGX (61 years) vs NBHRX (16 years). NBHRX (1.37) is less costly to investors than DODGX (0.51). NBHRX is a more actively managed with annual turnover of: 31.00 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 : 20.00 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. NBHRX (28.48).
| DODGX | NBHRX | DODGX / NBHRX | |
| Total Expense Ratio | 0.51 | 1.37 | 37% |
| Annual Report Gross Expense Ratio | 0.51 | 1.37 | 37% |
| Fund Existence | 61 years | 16 years | - |
| Gain YTD | 1.929 | 6.230 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.03B | 11,553% |
| Annual Yield % from dividends | 1.30 | 1.28 | 101% |
| Returns for 1 year | 1.19 | 20.00 | 6% |
| Returns for 3 years | 22.46 | 31.40 | 72% |
| Returns for 5 years | 41.75 | 28.48 | 147% |
| Returns for 10 years | 99.42 | 70.73 | 141% |
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