DOXGX
Price
$16.96
Change
+$0.09 (+0.53%)
Updated
Jan 14 closing price
Net Assets
119.13B
IPFPX
Price
$56.15
Change
+$0.49 (+0.88%)
Updated
Jan 14 closing price
Net Assets
337.31M
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DOXGX vs IPFPX

Header iconDOXGX vs IPFPX Comparison
Open Charts DOXGX vs IPFPXBanner chart's image
Dodge & Cox Stock X
Price$16.96
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets119.13B
Poplar Forest Partners Institutional
Price$56.15
Change+$0.49 (+0.88%)
VolumeN/A
Net Assets337.31M
DOXGX vs IPFPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 119B vs. IPFPX (337M). IPFPX pays higher dividends than DOXGX: IPFPX (1.64) vs DOXGX (1.38). DOXGX was incepted earlier than IPFPX: DOXGX (4 years) vs IPFPX (16 years). IPFPX (1.07) is less costly to investors than DOXGX (0.46). IPFPX is a more actively managed with annual turnover of: 27.75 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than IPFPX: DOXGX (2500) vs IPFPX (100000). IPFPX annual gain was more profitable for investors over the last year : 17.79 vs. DOXGX (5.87).
DOXGXIPFPXDOXGX / IPFPX
Total Expense Ratio0.410.9643%
Annual Report Gross Expense Ratio0.461.0743%
Fund Existence4 years16 years-
Gain YTD2.2304.03955%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets119B337M35,312%
Annual Yield % from dividends1.381.6485%
Returns for 1 year5.8717.7933%
Returns for 3 years26.0415.42169%
Returns for 5 yearsN/A32.16-
Returns for 10 yearsN/A79.04-
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