DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SVAAX
Price
$6.24
Change
+$0.01 (+0.16%)
Updated
Jul 3 closing price
Net Assets
8.47B
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DODGX vs SVAAX

Header iconDODGX vs SVAAX Comparison
Open Charts DODGX vs SVAAXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Federated Hermes Strategic Value Div A
Price$6.24
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.47B
DODGX vs SVAAX Comparison Chart in %
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DODGX vs. SVAAX 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 SVAAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVAAX (8.47B). SVAAX pays higher dividends than DODGX: SVAAX (3.34) vs DODGX (1.38). DODGX was incepted earlier than SVAAX: DODGX (61 years) vs SVAAX (20 years). SVAAX (1.17) is less costly to investors than DODGX (0.51). SVAAX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). SVAAX has a lower initial minimum investment than DODGX: SVAAX (1500) vs DODGX (2500). SVAAX annual gain was more profitable for investors over the last year : 17.39 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. SVAAX (63.21).
DODGXSVAAXDODGX / SVAAX
Total Expense Ratio0.511.0648%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years20 years-
Gain YTD7.6478.17894%
Front LoadN/A6%-
Min. Initial Investment25001500167%
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.47B1,346%
Annual Yield % from dividends1.383.3441%
Returns for 1 year8.3317.3948%
Returns for 3 years31.9315.22210%
Returns for 5 years79.1563.21125%
Returns for 10 years63.8343.80146%
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