DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SVFYX
Price
$77.55
Change
-$0.29 (-0.37%)
Updated
Jul 3 closing price
Net Assets
4.57B
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Smead Value Y
Price$77.55
Change-$0.29 (-0.37%)
VolumeN/A
Net Assets4.57B
DODGX vs SVFYX Comparison Chart in %
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DODGX vs. SVFYX 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 SVFYX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. SVFYX (4.57B). SVFYX pays higher dividends than DODGX: SVFYX (1.56) vs DODGX (1.38). 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 : 8.33 vs. SVFYX (-2.34). SVFYX return over 5 years is better than : 95.86 vs. DODGX (79.15).
DODGXSVFYXDODGX / SVFYX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence61 years11 years-
Gain YTD7.647-1.972-388%
Front LoadN/AN/A-
Min. Initial Investment2500100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B4.57B2,493%
Annual Yield % from dividends1.381.5688%
Returns for 1 year8.33-2.34-356%
Returns for 3 years31.9331.35102%
Returns for 5 years79.1595.8683%
Returns for 10 years63.83108.5659%
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