DODGX
Price
$273.36
Change
-$1.99 (-0.72%)
Updated
Jul 28 closing price
Net Assets
117.42B
PLVJX
Price
$19.65
Change
-$0.09 (-0.46%)
Updated
Jul 28 closing price
Net Assets
3.54B
Interact to see
Advertisement

DODGX vs PLVJX

Header iconDODGX vs PLVJX Comparison
Open Charts DODGX vs PLVJXBanner chart's image
Dodge & Cox Stock I
Price$273.36
Change-$1.99 (-0.72%)
VolumeN/A
Net Assets117.42B
Principal Large Cap Value III J
Price$19.65
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets3.54B
DODGX vs PLVJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. PLVJX commentary
Jul 29, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. PLVJX (3.54B). 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 : 4.11 vs. PLVJX (2.67). DODGX return over 5 years is better than : 72.07 vs. PLVJX (38.88).
DODGXPLVJXDODGX / PLVJX
Total Expense Ratio0.510.9355%
Annual Report Gross Expense Ratio0.510.9554%
Fund Existence61 years24 years-
Gain YTD7.1815.702126%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets117B3.54B3,303%
Annual Yield % from dividends1.381.13122%
Returns for 1 year4.112.67154%
Returns for 3 years26.1311.15234%
Returns for 5 years72.0738.88185%
Returns for 10 years60.7539.49154%
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 %
LEIFX23.99N/A
N/A
Federated Hermes Equity Income A
MNDJX29.60-0.08
-0.27%
MFS New Discovery R4
GLIFX18.09-0.08
-0.44%
Lazard Global Listed Infrastructure Inst
BTMFX25.42-0.14
-0.55%
Boston Trust Midcap
TGRYX12.31-0.15
-1.20%
TCW Global Real Estate N