DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
WHGLX
Price
$14.15
Change
+$0.06 (+0.43%)
Updated
Jul 25 closing price
Net Assets
185.13M
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DODGX vs WHGLX

Header iconDODGX vs WHGLX Comparison
Open Charts DODGX vs WHGLXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Westwood Quality Value Fund Inst
Price$14.15
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets185.13M
DODGX vs WHGLX Comparison Chart in %
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DODGX vs. WHGLX commentary
Jul 28, 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 WHGLX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. WHGLX (185M). DODGX (1.38) and WHGLX (1.32) have matching dividends . DODGX was incepted earlier than WHGLX: DODGX (61 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than DODGX (0.51). WHGLX is a more actively managed with annual turnover of: 42.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than WHGLX: DODGX (2500) vs WHGLX (100000). DODGX annual gain was more profitable for investors over the last year : 6.76 vs. WHGLX (1.49). DODGX return over 5 years is better than : 75.02 vs. WHGLX (27.92).
DODGXWHGLXDODGX / WHGLX
Total Expense Ratio0.510.6282%
Annual Report Gross Expense Ratio0.510.6974%
Fund Existence61 years19 years-
Gain YTD7.9614.970160%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets117B185M63,243%
Annual Yield % from dividends1.381.32105%
Returns for 1 year6.761.49453%
Returns for 3 years30.7722.72135%
Returns for 5 years75.0227.92269%
Returns for 10 years62.9234.68181%
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