DODGX
Price
$17.48
Change
+$0.10 (+0.58%)
Updated
Dec 3 closing price
Net Assets
118.72B
NBHRX
Price
$15.49
Change
+$0.14 (+0.91%)
Updated
Dec 3 closing price
Net Assets
991.22M
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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$17.48
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets118.72B
Neuberger Berman Equity Income R3
Price$15.49
Change+$0.14 (+0.91%)
VolumeN/A
Net Assets991.22M
DODGX vs NBHRX Comparison Chart in %
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DODGX vs. NBHRX commentary
Dec 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. NBHRX (991M). NBHRX (1.35) and DODGX (1.32) 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 : 6.14 vs. DODGX (-1.77). DODGX return over 5 years is better than : 47.44 vs. NBHRX (25.44).
DODGXNBHRXDODGX / NBHRX
Total Expense Ratio0.511.3737%
Annual Report Gross Expense Ratio0.511.3737%
Fund Existence61 years15 years-
Gain YTD9.26817.29854%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B991M12,008%
Annual Yield % from dividends1.321.3598%
Returns for 1 year-1.776.14-29%
Returns for 3 years23.6914.24166%
Returns for 5 years47.4425.44186%
Returns for 10 years70.8845.72155%
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