DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SMVLX
Price
$77.38
Change
-$0.29 (-0.37%)
Updated
Jul 3 closing price
Net Assets
4.57B
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DODGX vs SMVLX

Header iconDODGX vs SMVLX Comparison
Open Charts DODGX vs SMVLXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Smead Value Investor
Price$77.38
Change-$0.29 (-0.37%)
VolumeN/A
Net Assets4.57B
DODGX vs SMVLX Comparison Chart in %
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DODGX vs. SMVLX 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 SMVLX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SMVLX (4.57B). DODGX pays higher dividends than SMVLX: DODGX (1.38) vs SMVLX (1.15). DODGX was incepted earlier than SMVLX: DODGX (61 years) vs SMVLX (18 years). SMVLX (1.22) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. SMVLX (13.30). DODGX has a lower initial minimum investment than SMVLX: DODGX (2500) vs SMVLX (3000). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. SMVLX (-2.68). SMVLX return over 5 years is better than : 92.28 vs. DODGX (79.15).
DODGXSMVLXDODGX / SMVLX
Total Expense Ratio0.511.2242%
Annual Report Gross Expense Ratio0.511.2242%
Fund Existence61 years18 years-
Gain YTD7.647-2.174-352%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets114B4.57B2,493%
Annual Yield % from dividends1.381.15120%
Returns for 1 year8.33-2.68-311%
Returns for 3 years31.9329.94107%
Returns for 5 years79.1592.2886%
Returns for 10 years63.83100.6063%
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