DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
TRCPX
Price
$24.49
Change
+$0.19 (+0.78%)
Updated
Sep 4 closing price
Net Assets
6.19B
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DODGX vs TRCPX

Header iconDODGX vs TRCPX Comparison
Open Charts DODGX vs TRCPXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
Nuveen Large Cap Value Premier
Price$24.49
Change+$0.19 (+0.78%)
VolumeN/A
Net Assets6.19B
DODGX vs TRCPX Comparison Chart in %
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DODGX vs. TRCPX commentary
Sep 08, 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 TRCPX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. TRCPX (6.19B). DODGX pays higher dividends than TRCPX: DODGX (1.34) vs TRCPX (1.18). DODGX was incepted earlier than TRCPX: DODGX (61 years) vs TRCPX (16 years). TRCPX (0.56) is less costly to investors than DODGX (0.51). TRCPX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). TRCPX has a lower initial minimum investment than DODGX: TRCPX (0) vs DODGX (2500). TRCPX annual gain was more profitable for investors over the last year : 8.64 vs. DODGX (5.19). DODGX return over 5 years is better than : 69.07 vs. TRCPX (55.76).
DODGXTRCPXDODGX / TRCPX
Total Expense Ratio0.510.5691%
Annual Report Gross Expense Ratio0.510.5691%
Fund Existence61 years16 years-
Gain YTD8.99210.56785%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B6.19B1,874%
Annual Yield % from dividends1.341.18114%
Returns for 1 year5.198.6460%
Returns for 3 years33.8931.61107%
Returns for 5 years69.0755.76124%
Returns for 10 years76.0356.01136%
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