DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
WLCVX
Price
$23.11
Change
-$0.03 (-0.13%)
Updated
Sep 5 closing price
Net Assets
167.03M
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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$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
Wilshire Large Company Value Instl
Price$23.11
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets167.03M
DODGX vs WLCVX Comparison Chart in %
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DODGX vs. WLCVX commentary
Sep 08, 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: 116B vs. WLCVX (167M). DODGX pays higher dividends than WLCVX: DODGX (1.34) vs WLCVX (1.21). DODGX was incepted earlier than WLCVX: DODGX (61 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). WLCVX (5.38) and DODGX (5.19) have marching annual gain over last year. DODGX return over 5 years is better than : 69.07 vs. WLCVX (42.48).
DODGXWLCVXDODGX / WLCVX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence61 years29 years-
Gain YTD8.99210.68084%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets116B167M69,461%
Annual Yield % from dividends1.341.21111%
Returns for 1 year5.195.3896%
Returns for 3 years33.8924.84136%
Returns for 5 years69.0742.48163%
Returns for 10 years76.0332.44234%
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