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DODGX vs TRMVX
DODGX vs TRMVX Comparison
Open Charts DODGX vs TRMVX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
SEI Large Cap Value F (SIMT)
Price$27.38
Change-$0.93 (-3.29%)
VolumeN/A
Net Assets1.42B
DODGX vs TRMVX Comparison Chart in %
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DODGX vs. TRMVX commentary
Feb 04, 2026
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 TRMVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. TRMVX (1.42B). TRMVX pays higher dividends than DODGX: TRMVX (1.71) vs DODGX (1.30). DODGX was incepted earlier than TRMVX: DODGX (61 years) vs TRMVX (39 years). TRMVX (0.93) is less costly to investors than DODGX (0.51). TRMVX is a more actively managed with annual turnover of: 28.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than TRMVX: DODGX (2500) vs TRMVX (100000). TRMVX annual gain was more profitable for investors over the last year : 6.45 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. TRMVX (23.93).
| DODGX | TRMVX | DODGX / TRMVX | |
| Total Expense Ratio | 0.51 | 0.85 | 60% |
| Annual Report Gross Expense Ratio | 0.51 | 0.93 | 55% |
| Fund Existence | 61 years | 39 years | - |
| Gain YTD | 1.929 | 3.948 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.42B | 8,380% |
| Annual Yield % from dividends | 1.30 | 1.71 | 76% |
| Returns for 1 year | 1.19 | 6.45 | 18% |
| Returns for 3 years | 22.46 | 13.36 | 168% |
| Returns for 5 years | 41.75 | 23.93 | 174% |
| Returns for 10 years | 99.42 | 74.88 | 133% |
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