DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
PLVIX
Price
$20.21
Change
+$0.10 (+0.50%)
Updated
Jul 25 closing price
Net Assets
3.54B
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DODGX vs PLVIX

Header iconDODGX vs PLVIX Comparison
Open Charts DODGX vs PLVIXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Principal Large Cap Value III Inst
Price$20.21
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets3.54B
DODGX vs PLVIX Comparison Chart in %
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DODGX vs. PLVIX commentary
Jul 28, 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 PLVIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. PLVIX (3.54B). DODGX pays higher dividends than PLVIX: DODGX (1.38) vs PLVIX (1.29). 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 : 6.76 vs. PLVIX (4.82). DODGX return over 5 years is better than : 75.02 vs. PLVIX (43.64).
DODGXPLVIXDODGX / PLVIX
Total Expense Ratio0.510.6974%
Annual Report Gross Expense Ratio0.510.7172%
Fund Existence61 years25 years-
Gain YTD7.9616.368125%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets117B3.54B3,303%
Annual Yield % from dividends1.381.29106%
Returns for 1 year6.764.82140%
Returns for 3 years30.7716.49187%
Returns for 5 years75.0243.64172%
Returns for 10 years62.9246.57135%
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