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DOXGX vs HLIEX
DOXGX vs HLIEX Comparison
Open Charts DOXGX vs HLIEX
Dodge & Cox Stock X
Price$16.91
Change-$261.37 (-93.92%)
VolumeN/A
Net Assets119.13B
JPMorgan Equity Income I
Price$25.90
Change-$0.22 (-0.84%)
VolumeN/A
Net Assets44.17B
DOXGX vs HLIEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. HLIEX (44.2B). HLIEX pays higher dividends than DOXGX: HLIEX (1.54) vs DOXGX (1.39). DOXGX was incepted earlier than HLIEX: DOXGX (4 years) vs HLIEX (39 years). HLIEX (0.70) is less costly to investors than DOXGX (0.46). HLIEX is a more actively managed with annual turnover of: 20.00 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than HLIEX: DOXGX (2500) vs HLIEX (1000000). HLIEX annual gain was more profitable for investors over the last year : 5.34 vs. DOXGX (1.24).
| DOXGX | HLIEX | DOXGX / HLIEX | |
| Total Expense Ratio | 0.41 | 0.70 | 59% |
| Annual Report Gross Expense Ratio | 0.46 | 0.70 | 66% |
| Fund Existence | 4 years | 39 years | - |
| Gain YTD | 1.929 | 4.801 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 44.2B | 269% |
| Annual Yield % from dividends | 1.39 | 1.54 | 91% |
| Returns for 1 year | 1.24 | 5.34 | 23% |
| Returns for 3 years | 22.76 | 19.25 | 118% |
| Returns for 5 years | N/A | 38.79 | - |
| Returns for 10 years | N/A | 136.57 | - |
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