DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SVAIX
Price
$6.29
Change
+$0.02 (+0.32%)
Updated
Jul 3 closing price
Net Assets
8.47B
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DODGX vs SVAIX

Header iconDODGX vs SVAIX Comparison
Open Charts DODGX vs SVAIXBanner 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 IS
Price$6.29
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets8.47B
DODGX vs SVAIX Comparison Chart in %
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DODGX vs. SVAIX 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 SVAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVAIX (8.47B). 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 : 17.53 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. SVAIX (65.28).
DODGXSVAIXDODGX / SVAIX
Total Expense Ratio0.510.8163%
Annual Report Gross Expense Ratio0.510.9355%
Fund Existence61 years20 years-
Gain YTD7.6478.42491%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.47B1,346%
Annual Yield % from dividends1.383.5739%
Returns for 1 year8.3317.5348%
Returns for 3 years31.9315.96200%
Returns for 5 years79.1565.28121%
Returns for 10 years63.8347.08136%
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