DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
WHGLX
Price
$14.04
Change
+$0.10 (+0.72%)
Updated
Jul 3 closing price
Net Assets
183.29M
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Westwood Quality Value Fund Inst
Price$14.04
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets183.29M
DODGX vs WHGLX Comparison Chart in %
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DODGX vs. WHGLX commentary
Jul 07, 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: 114B vs. WHGLX (183M). 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 : 8.33 vs. WHGLX (2.15). DODGX return over 5 years is better than : 79.15 vs. WHGLX (31.02).
DODGXWHGLXDODGX / WHGLX
Total Expense Ratio0.510.6282%
Annual Report Gross Expense Ratio0.510.6974%
Fund Existence61 years19 years-
Gain YTD7.6474.154184%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets114B183M62,295%
Annual Yield % from dividends1.381.32105%
Returns for 1 year8.332.15388%
Returns for 3 years31.9322.78140%
Returns for 5 years79.1531.02255%
Returns for 10 years63.8332.97194%
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