DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
116.17B
WHGLX
Price
$14.15
Change
-$0.01 (-0.07%)
Updated
Sep 8 closing price
Net Assets
187.03M
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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$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets116.17B
Westwood Quality Value Fund Inst
Price$14.15
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets187.03M
DODGX vs WHGLX Comparison Chart in %
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DODGX vs. WHGLX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. WHGLX (187M). DODGX (1.34) and WHGLX (1.29) 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 : 5.19 vs. WHGLX (-0.62). DODGX return over 5 years is better than : 69.07 vs. WHGLX (24.33).
DODGXWHGLXDODGX / WHGLX
Total Expense Ratio0.510.6282%
Annual Report Gross Expense Ratio0.510.6974%
Fund Existence61 years19 years-
Gain YTD8.9925.045178%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets116B187M62,032%
Annual Yield % from dividends1.341.29104%
Returns for 1 year5.19-0.62-843%
Returns for 3 years33.8920.91162%
Returns for 5 years69.0724.33284%
Returns for 10 years76.0342.24180%
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