DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
PLVJX
Price
$19.64
Change
+$0.11 (+0.56%)
Updated
Jul 3 closing price
Net Assets
3.55B
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DODGX vs PLVJX

Header iconDODGX vs PLVJX Comparison
Open Charts DODGX vs PLVJXBanner 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 J
Price$19.64
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets3.55B
DODGX vs PLVJX Comparison Chart in %
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DODGX vs. PLVJX 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 PLVJX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. PLVJX (3.55B). DODGX pays higher dividends than PLVJX: DODGX (1.38) vs PLVJX (1.13). DODGX was incepted earlier than PLVJX: DODGX (61 years) vs PLVJX (24 years). PLVJX (0.95) is less costly to investors than DODGX (0.51). PLVJX is a more actively managed with annual turnover of: 41.10 vs. DODGX (15.00). PLVJX has a lower initial minimum investment than DODGX: PLVJX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. PLVJX (5.33). DODGX return over 5 years is better than : 79.15 vs. PLVJX (45.59).
DODGXPLVJXDODGX / PLVJX
Total Expense Ratio0.510.9355%
Annual Report Gross Expense Ratio0.510.9554%
Fund Existence61 years24 years-
Gain YTD7.6475.648135%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.55B3,211%
Annual Yield % from dividends1.381.13122%
Returns for 1 year8.335.33156%
Returns for 3 years31.9316.69191%
Returns for 5 years79.1545.59174%
Returns for 10 years63.8340.57157%
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