Interact to see
Advertisement
Advertisement
DODGX vs SHXAX
DODGX vs SHXAX Comparison
Open Charts DODGX vs SHXAX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
American Beacon Shapiro Equity Opps A
Price$15.07
Change-$0.35 (-2.27%)
VolumeN/A
Net Assets60.75M
DODGX vs SHXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SHXAX (60.8M). DODGX pays higher dividends than SHXAX: DODGX (1.30) vs SHXAX (0.20). DODGX was incepted earlier than SHXAX: DODGX (61 years) vs SHXAX (4 years). SHXAX (1.21) is less costly to investors than DODGX (0.51). SHXAX is a more actively managed with annual turnover of: 57.00 vs. DODGX (15.00). DODGX (2500) and SHXAX (2500) have matching initial minimum investment requirements. SHXAX annual gain was more profitable for investors over the last year : 8.02 vs. DODGX (1.19).
| DODGX | SHXAX | DODGX / SHXAX | |
| Total Expense Ratio | 0.51 | 1.07 | 48% |
| Annual Report Gross Expense Ratio | 0.51 | 1.21 | 42% |
| Fund Existence | 61 years | 4 years | - |
| Gain YTD | 1.929 | -1.568 | -123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 60.8M | 195,724% |
| Annual Yield % from dividends | 1.30 | 0.20 | 653% |
| Returns for 1 year | 1.19 | 8.02 | 15% |
| Returns for 3 years | 22.46 | 14.13 | 159% |
| Returns for 5 years | 41.75 | N/A | - |
| Returns for 10 years | 99.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement