DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
PLVIX
Price
$20.54
Change
+$0.17 (+0.83%)
Updated
Sep 26 closing price
Net Assets
3.5B
Interact to see
Advertisement

DODGX vs PLVIX

Header iconDODGX vs PLVIX Comparison
Open Charts DODGX vs PLVIXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Principal Large Cap Value III Inst
Price$20.54
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets3.5B
DODGX vs PLVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. PLVIX commentary
Sep 27, 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 Hold and PLVIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. PLVIX (3.5B). DODGX pays higher dividends than PLVIX: DODGX (1.34) vs PLVIX (1.25). DODGX was incepted earlier than PLVIX: DODGX (61 years) vs PLVIX (25 years). PLVIX (0.71) is less costly to investors than DODGX (0.51). PLVIX is a more actively managed with annual turnover of: 41.10 vs. DODGX (15.00). PLVIX has a lower initial minimum investment than DODGX: PLVIX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 3.35 vs. PLVIX (0.66). DODGX return over 5 years is better than : 78.53 vs. PLVIX (46.18).
DODGXPLVIXDODGX / PLVIX
Total Expense Ratio0.510.6974%
Annual Report Gross Expense Ratio0.510.7172%
Fund Existence61 years25 years-
Gain YTD8.8518.105109%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B3.5B3,460%
Annual Yield % from dividends1.341.25107%
Returns for 1 year3.350.66507%
Returns for 3 years45.7527.13169%
Returns for 5 years78.5346.18170%
Returns for 10 years87.6464.98135%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TALCX16.570.14
+0.85%
Transamerica Large Cap Value R6
MIGKX45.450.29
+0.64%
MFS Massachusetts Inv Gr Stk R4
EPSPX25.320.16
+0.64%
NYLI Epoch Global Equity Yield Class A
AMCZX18.830.11
+0.59%
Alger Mid Cap Growth Z
RPXFX29.850.03
+0.10%
RiverPark Large Growth Retail