AEIUX
Price
$9.00
Change
-$0.02 (-0.22%)
Updated
Sep 8 closing price
Net Assets
6.72B
DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
120.87B
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AEIUX vs DODGX

Header iconAEIUX vs DODGX Comparison
Open Charts AEIUX vs DODGXBanner chart's image
American Century Equity Income R5
Price$9.00
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets6.72B
Dodge & Cox Stock I
Price$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets120.87B
AEIUX vs DODGX Comparison Chart in %
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AEIUX vs. DODGX commentary
Sep 09, 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 AEIUX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. AEIUX (6.72B). AEIUX pays higher dividends than DODGX: AEIUX (2.39) vs DODGX (1.34). AEIUX was incepted earlier than DODGX: AEIUX (8 years) vs DODGX (61 years). AEIUX (0.74) is less costly to investors than DODGX (0.51). AEIUX is a more actively managed with annual turnover of: 31.00 vs. DODGX (15.00). AEIUX has a lower initial minimum investment than DODGX: AEIUX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.72 vs. AEIUX (-0.33). DODGX return over 5 years is better than : 71.26 vs. AEIUX (21.95).
AEIUXDODGXAEIUX / DODGX
Total Expense Ratio0.740.51145%
Annual Report Gross Expense Ratio0.740.51145%
Fund Existence8 years61 years-
Gain YTD9.4288.875106%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets6.72B121B6%
Annual Yield % from dividends2.391.34179%
Returns for 1 year-0.336.72-5%
Returns for 3 years4.6028.6516%
Returns for 5 years21.9571.2631%
Returns for 10 yearsN/A77.37-
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