DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
PLVJX
Price
$20.05
Change
+$0.16 (+0.80%)
Updated
Sep 26 closing price
Net Assets
3.5B
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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$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Principal Large Cap Value III J
Price$20.05
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets3.5B
DODGX vs PLVJX Comparison Chart in %
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DODGX vs. PLVJX commentary
Sep 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 PLVJX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. PLVJX (3.5B). DODGX pays higher dividends than PLVJX: DODGX (1.34) vs PLVJX (1.09). DODGX was incepted earlier than PLVJX: DODGX (61 years) vs PLVJX (25 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 : 3.35 vs. PLVJX (0.21). DODGX return over 5 years is better than : 78.53 vs. PLVJX (43.85).
DODGXPLVJXDODGX / PLVJX
Total Expense Ratio0.510.9355%
Annual Report Gross Expense Ratio0.510.9554%
Fund Existence61 years25 years-
Gain YTD8.8517.854113%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets121B3.5B3,460%
Annual Yield % from dividends1.341.09123%
Returns for 1 year3.350.211,601%
Returns for 3 years45.7525.98176%
Returns for 5 years78.5343.85179%
Returns for 10 years87.6459.15148%
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