DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
SVFAX
Price
$74.39
Change
-$0.38 (-0.51%)
Updated
Jun 13 closing price
Net Assets
4.58B
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DODGX vs SVFAX

Header iconDODGX vs SVFAX Comparison
Open Charts DODGX vs SVFAXBanner chart's image
Dodge & Cox Stock I
Price$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
Smead Value A
Price$74.39
Change-$0.38 (-0.51%)
VolumeN/A
Net Assets4.58B
DODGX vs SVFAX Comparison Chart
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DODGX vs. SVFAX commentary
Jun 16, 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 SVFAX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVFAX (4.58B). DODGX pays higher dividends than SVFAX: DODGX (1.40) vs SVFAX (1.27). DODGX was incepted earlier than SVFAX: DODGX (60 years) vs SVFAX (11 years). SVFAX (1.22) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. SVFAX (13.30). DODGX has a lower initial minimum investment than SVFAX: DODGX (2500) vs SVFAX (3000). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. SVFAX (-4.59). SVFAX return over 5 years is better than : 86.69 vs. DODGX (72.42).
DODGXSVFAXDODGX / SVFAX
Total Expense Ratio0.511.2242%
Annual Report Gross Expense Ratio0.511.2242%
Fund Existence60 years11 years-
Gain YTD3.642-4.981-73%
Front LoadN/A6%-
Min. Initial Investment2500300083%
Min. Initial Investment IRAN/AN/A-
Net Assets114B4.58B2,488%
Annual Yield % from dividends1.401.27110%
Returns for 1 year5.93-4.59-129%
Returns for 3 years28.1524.50115%
Returns for 5 years72.4286.6984%
Returns for 10 years53.9395.1157%
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