DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SVFKX
Price
$78.25
Change
-$0.29 (-0.37%)
Updated
Jul 3 closing price
Net Assets
4.57B
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DODGX vs SVFKX

Header iconDODGX vs SVFKX Comparison
Open Charts DODGX vs SVFKXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Smead Value R2
Price$78.25
Change-$0.29 (-0.37%)
VolumeN/A
Net Assets4.57B
DODGX vs SVFKX Comparison Chart in %
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DODGX vs. SVFKX commentary
Jul 06, 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 SVFKX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVFKX (4.57B). DODGX pays higher dividends than SVFKX: DODGX (1.38) vs SVFKX (0.98). DODGX was incepted earlier than SVFKX: DODGX (61 years) vs SVFKX (11 years). SVFKX (1.47) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. SVFKX (13.30). DODGX has a lower initial minimum investment than SVFKX: DODGX (2500) vs SVFKX (25000). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. SVFKX (-2.96). SVFKX return over 5 years is better than : 90.41 vs. DODGX (79.15).
DODGXSVFKXDODGX / SVFKX
Total Expense Ratio0.511.4535%
Annual Report Gross Expense Ratio0.511.4735%
Fund Existence61 years11 years-
Gain YTD7.647-2.285-335%
Front LoadN/AN/A-
Min. Initial Investment25002500010%
Min. Initial Investment IRAN/AN/A-
Net Assets114B4.57B2,493%
Annual Yield % from dividends1.380.98141%
Returns for 1 year8.33-2.96-282%
Returns for 3 years31.9329.03110%
Returns for 5 years79.1590.4188%
Returns for 10 years63.83103.2162%
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