DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
WLCVX
Price
$22.63
Change
-$0.05 (-0.22%)
Updated
Aug 15 closing price
Net Assets
170.9M
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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$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
Wilshire Large Company Value Instl
Price$22.63
Change-$0.05 (-0.22%)
VolumeN/A
Net Assets170.9M
DODGX vs WLCVX Comparison Chart in %
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DODGX vs. WLCVX commentary
Aug 18, 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 (171M). DODGX pays higher dividends than WLCVX: DODGX (1.39) vs WLCVX (1.25). 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). DODGX annual gain was more profitable for investors over the last year : 4.67 vs. WLCVX (4.22). DODGX return over 5 years is better than : 67.01 vs. WLCVX (38.95).
DODGXWLCVXDODGX / WLCVX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence61 years29 years-
Gain YTD7.1978.38186%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets116B171M67,836%
Annual Yield % from dividends1.391.25111%
Returns for 1 year4.674.22111%
Returns for 3 years20.8312.10172%
Returns for 5 years67.0138.95172%
Returns for 10 years62.5821.27294%
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