DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
SVIFX
Price
$9.41
Change
-$0.06 (-0.63%)
Updated
Aug 15 closing price
Net Assets
610.59M
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DODGX vs SVIFX

Header iconDODGX vs SVIFX Comparison
Open Charts DODGX vs SVIFXBanner chart's image
Dodge & Cox Stock I
Price$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
Virtus Ceredex Large-Cap Value Equity C
Price$9.41
Change-$0.06 (-0.63%)
VolumeN/A
Net Assets610.59M
DODGX vs SVIFX Comparison Chart in %
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DODGX vs. SVIFX commentary
Aug 18, 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 SVIFX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SVIFX (611M). DODGX pays higher dividends than SVIFX: DODGX (1.39) vs SVIFX (0.63). DODGX was incepted earlier than SVIFX: DODGX (61 years) vs SVIFX (30 years). SVIFX (2.04) is less costly to investors than DODGX (0.51). SVIFX is a more actively managed with annual turnover of: 112.00 vs. DODGX (15.00). DODGX (2500) and SVIFX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : 4.67 vs. SVIFX (-11.74). DODGX return over 5 years is better than : 67.01 vs. SVIFX (-15.22).
DODGXSVIFXDODGX / SVIFX
Total Expense Ratio0.511.7230%
Annual Report Gross Expense Ratio0.512.0425%
Fund Existence61 years30 years-
Gain YTD7.1973.978181%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets116B611M18,985%
Annual Yield % from dividends1.390.63221%
Returns for 1 year4.67-11.74-40%
Returns for 3 years20.83-7.93-263%
Returns for 5 years67.01-15.22-440%
Returns for 10 years62.58-37.80-166%
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