DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SVALX
Price
$6.30
Change
+$0.02 (+0.32%)
Updated
Jul 3 closing price
Net Assets
8.47B
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DODGX vs SVALX

Header iconDODGX vs SVALX Comparison
Open Charts DODGX vs SVALXBanner 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 R6
Price$6.30
Change+$0.02 (+0.32%)
VolumeN/A
Net Assets8.47B
DODGX vs SVALX Comparison Chart in %
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DODGX vs. SVALX 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 SVALX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVALX (8.47B). SVALX pays higher dividends than DODGX: SVALX (3.58) vs DODGX (1.38). DODGX was incepted earlier than SVALX: DODGX (61 years) vs SVALX (9 years). SVALX (0.85) is less costly to investors than DODGX (0.51). SVALX is a more actively managed with annual turnover of: 35.00 vs. DODGX (15.00). SVALX has a lower initial minimum investment than DODGX: SVALX (0) vs DODGX (2500). SVALX annual gain was more profitable for investors over the last year : 17.74 vs. DODGX (8.33). DODGX return over 5 years is better than : 79.15 vs. SVALX (65.71).
DODGXSVALXDODGX / SVALX
Total Expense Ratio0.510.7965%
Annual Report Gross Expense Ratio0.510.8560%
Fund Existence61 years9 years-
Gain YTD7.6478.42391%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.47B1,346%
Annual Yield % from dividends1.383.5838%
Returns for 1 year8.3317.7447%
Returns for 3 years31.9316.40195%
Returns for 5 years79.1565.71120%
Returns for 10 years63.83N/A-
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