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DODIX vs RFATX
DODIX vs RFATX Comparison
Open Charts DODIX vs RFATX
Dodge & Cox Income I
Price$12.60
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets94.52B
Russell Inv Investment Grade Bond S
Price$18.23
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.01B
DODIX vs RFATX Comparison Chart in %
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DODIX vs. RFATX 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 DODIX is a Hold and RFATX is a Hold.
FUNDAMENTALS
Fundamentals
DODIX has more cash in the bank: 94.5B vs. RFATX (1.01B). RFATX pays higher dividends than DODIX: RFATX (4.66) vs DODIX (4.24). DODIX was incepted earlier than RFATX: DODIX (37 years) vs RFATX (18 years). RFATX (0.56) is less costly to investors than DODIX (0.41). RFATX is a more actively managed with annual turnover of: 77.00 vs. DODIX (14.00). RFATX has a lower initial minimum investment than DODIX: RFATX (0) vs DODIX (2500). DODIX annual gain was more profitable for investors over the last year : 5.90 vs. RFATX (5.19). DODIX return over 5 years is better than : 1.26 vs. RFATX (-8.59).
| DODIX | RFATX | DODIX / RFATX | |
| Total Expense Ratio | 0.41 | 0.51 | 80% |
| Annual Report Gross Expense Ratio | 0.41 | 0.56 | 73% |
| Fund Existence | 37 years | 18 years | - |
| Gain YTD | 4.010 | 3.714 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.5B | 1.01B | 9,394% |
| Annual Yield % from dividends | 4.24 | 4.66 | 91% |
| Returns for 1 year | 5.90 | 5.19 | 114% |
| Returns for 3 years | 12.37 | 5.79 | 214% |
| Returns for 5 years | 1.26 | -8.59 | -15% |
| Returns for 10 years | 25.83 | 6.38 | 405% |
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