DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
SVFYX
Price
$83.41
Change
+$0.95 (+1.15%)
Updated
Sep 26 closing price
Net Assets
4.56B
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DODGX vs SVFYX

Header iconDODGX vs SVFYX Comparison
Open Charts DODGX vs SVFYXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Smead Value Y
Price$83.41
Change+$0.95 (+1.15%)
VolumeN/A
Net Assets4.56B
DODGX vs SVFYX Comparison Chart in %
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DODGX vs. SVFYX commentary
Sep 28, 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 SVFYX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. SVFYX (4.56B). SVFYX pays higher dividends than DODGX: SVFYX (1.41) vs DODGX (1.34). DODGX was incepted earlier than SVFYX: DODGX (61 years) vs SVFYX (11 years). SVFYX (0.80) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. SVFYX (13.30). DODGX has a lower initial minimum investment than SVFYX: DODGX (2500) vs SVFYX (10000000). DODGX annual gain was more profitable for investors over the last year : 3.35 vs. SVFYX (1.31). SVFYX return over 5 years is better than : 98.15 vs. DODGX (78.53).
DODGXSVFYXDODGX / SVFYX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence61 years11 years-
Gain YTD8.8515.435163%
Front LoadN/AN/A-
Min. Initial Investment2500100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets121B4.56B2,656%
Annual Yield % from dividends1.341.4195%
Returns for 1 year3.351.31255%
Returns for 3 years45.7548.1695%
Returns for 5 years78.5398.1580%
Returns for 10 years87.64143.9161%
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