DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
SVFYX
Price
$75.31
Change
-$0.39 (-0.52%)
Updated
Jun 13 closing price
Net Assets
4.58B
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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$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
Smead Value Y
Price$75.31
Change-$0.39 (-0.52%)
VolumeN/A
Net Assets4.58B
DODGX vs SVFYX Comparison Chart
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DODGX vs. SVFYX 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 SVFYX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVFYX (4.58B). SVFYX pays higher dividends than DODGX: SVFYX (1.62) vs DODGX (1.40). DODGX was incepted earlier than SVFYX: DODGX (60 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 : 5.93 vs. SVFYX (-4.28). SVFYX return over 5 years is better than : 90.16 vs. DODGX (72.42).
DODGXSVFYXDODGX / SVFYX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence60 years11 years-
Gain YTD3.642-4.803-76%
Front LoadN/AN/A-
Min. Initial Investment2500100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B4.58B2,488%
Annual Yield % from dividends1.401.6286%
Returns for 1 year5.93-4.28-138%
Returns for 3 years28.1525.82109%
Returns for 5 years72.4290.1680%
Returns for 10 years53.93102.7852%
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