DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
WLCVX
Price
$21.60
Change
-$0.23 (-1.05%)
Updated
Jun 13 closing price
Net Assets
162.21M
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DODGX vs WLCVX

Header iconDODGX vs WLCVX Comparison
Open Charts DODGX vs WLCVXBanner chart's image
Dodge & Cox Stock I
Price$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
Wilshire Large Company Value Instl
Price$21.60
Change-$0.23 (-1.05%)
VolumeN/A
Net Assets162.21M
DODGX vs WLCVX Comparison Chart
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DODGX vs. WLCVX commentary
Jun 16, 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 WLCVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. WLCVX (162M). DODGX pays higher dividends than WLCVX: DODGX (1.40) vs WLCVX (1.30). DODGX was incepted earlier than WLCVX: DODGX (60 years) vs WLCVX (29 years). WLCVX (1.03) is less costly to investors than DODGX (0.51). WLCVX is a more actively managed with annual turnover of: 38.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than WLCVX: DODGX (2500) vs WLCVX (250000). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. WLCVX (3.32). DODGX return over 5 years is better than : 72.42 vs. WLCVX (41.20).
DODGXWLCVXDODGX / WLCVX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence60 years29 years-
Gain YTD3.6423.448106%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets114B162M70,370%
Annual Yield % from dividends1.401.30108%
Returns for 1 year5.933.32178%
Returns for 3 years28.1519.77142%
Returns for 5 years72.4241.20176%
Returns for 10 years53.9313.77392%
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