DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
PLVIX
Price
$20.10
Change
+$0.11 (+0.55%)
Updated
Jul 3 closing price
Net Assets
3.55B
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Principal Large Cap Value III Inst
Price$20.10
Change+$0.11 (+0.55%)
VolumeN/A
Net Assets3.55B
DODGX vs PLVIX Comparison Chart in %
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DODGX vs. PLVIX commentary
Jul 07, 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: 114B vs. PLVIX (3.55B). 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 : 8.33 vs. PLVIX (5.70). DODGX return over 5 years is better than : 79.15 vs. PLVIX (48.03).
DODGXPLVIXDODGX / PLVIX
Total Expense Ratio0.510.6974%
Annual Report Gross Expense Ratio0.510.7172%
Fund Existence61 years25 years-
Gain YTD7.6475.789132%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.55B3,211%
Annual Yield % from dividends1.381.29106%
Returns for 1 year8.335.70146%
Returns for 3 years31.9317.69180%
Returns for 5 years79.1548.03165%
Returns for 10 years63.8345.77139%
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