DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
SVAIX
Price
$6.37
Change
+$0.01 (+0.16%)
Updated
Jul 25 closing price
Net Assets
8.57B
Interact to see
Advertisement

DODGX vs SVAIX

Header iconDODGX vs SVAIX Comparison
Open Charts DODGX vs SVAIXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Federated Hermes Strategic Value Div IS
Price$6.37
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets8.57B
DODGX vs SVAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. SVAIX 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 SVAIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. SVAIX (8.57B). SVAIX pays higher dividends than DODGX: SVAIX (3.57) vs DODGX (1.38). DODGX was incepted earlier than SVAIX: DODGX (61 years) vs SVAIX (20 years). SVAIX (0.93) is less costly to investors than DODGX (0.51). SVAIX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SVAIX: DODGX (2500) vs SVAIX (1000000). SVAIX annual gain was more profitable for investors over the last year : 11.77 vs. DODGX (6.76). DODGX return over 5 years is better than : 75.02 vs. SVAIX (64.92).
DODGXSVAIXDODGX / SVAIX
Total Expense Ratio0.510.8163%
Annual Report Gross Expense Ratio0.510.9355%
Fund Existence61 years20 years-
Gain YTD7.9619.80381%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets117B8.57B1,365%
Annual Yield % from dividends1.383.5739%
Returns for 1 year6.7611.7757%
Returns for 3 years30.7718.59166%
Returns for 5 years75.0264.92116%
Returns for 10 years62.9245.96137%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BILL45.920.68
+1.50%
BILL Holdings
WS31.830.21
+0.66%
Worthington Steel
ANSCU10.77N/A
N/A
Agriculture & Natural Solutions Acquisition Corp
NSPR2.43-0.01
-0.40%
InspireMD
PKE17.61-0.19
-1.07%
Park Aerospace Corp