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DODGX vs NFJEX
DODGX vs NFJEX Comparison
Open Charts DODGX vs NFJEX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
Virtus NFJ Dividend Value Inst
Price$10.66
Change-$0.16 (-1.48%)
VolumeN/A
Net Assets502.55M
DODGX vs NFJEX Comparison Chart in %
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DODGX vs. NFJEX commentary
Feb 05, 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 NFJEX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. NFJEX (503M). NFJEX pays higher dividends than DODGX: NFJEX (2.24) vs DODGX (1.30). DODGX was incepted earlier than NFJEX: DODGX (61 years) vs NFJEX (26 years). NFJEX (0.74) is less costly to investors than DODGX (0.51). NFJEX is a more actively managed with annual turnover of: 36.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than NFJEX: DODGX (2500) vs NFJEX (1000000). DODGX annual gain was more profitable for investors over the last year : 1.19 vs. NFJEX (0.83). DODGX return over 5 years is better than : 41.75 vs. NFJEX (3.79).
| DODGX | NFJEX | DODGX / NFJEX | |
| Total Expense Ratio | 0.51 | 0.70 | 73% |
| Annual Report Gross Expense Ratio | 0.51 | 0.74 | 69% |
| Fund Existence | 61 years | 26 years | - |
| Gain YTD | 1.929 | 5.545 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 503M | 23,658% |
| Annual Yield % from dividends | 1.30 | 2.24 | 58% |
| Returns for 1 year | 1.19 | 0.83 | 142% |
| Returns for 3 years | 22.46 | 5.69 | 394% |
| Returns for 5 years | 41.75 | 3.79 | 1,101% |
| Returns for 10 years | 99.42 | -6.93 | -1,435% |
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