DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
SMVLX
Price
$78.61
Change
+$0.24 (+0.31%)
Updated
Jul 25 closing price
Net Assets
4.56B
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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$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Smead Value Investor
Price$78.61
Change+$0.24 (+0.31%)
VolumeN/A
Net Assets4.56B
DODGX vs SMVLX Comparison Chart in %
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DODGX vs. SMVLX commentary
Jul 27, 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: 117B vs. SMVLX (4.56B). 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 : 6.76 vs. SMVLX (-5.22). SMVLX return over 5 years is better than : 86.90 vs. DODGX (75.02).
DODGXSMVLXDODGX / SMVLX
Total Expense Ratio0.511.2242%
Annual Report Gross Expense Ratio0.511.2242%
Fund Existence61 years18 years-
Gain YTD7.961-0.619-1,285%
Front LoadN/AN/A-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets117B4.56B2,566%
Annual Yield % from dividends1.381.15120%
Returns for 1 year6.76-5.22-130%
Returns for 3 years30.7727.08114%
Returns for 5 years75.0286.9086%
Returns for 10 years62.92100.2163%
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