AEURX
Price
$8.18
Change
+$0.12 (+1.49%)
Updated
Apr 11 closing price
Net Assets
6.52B
DODGX
Price
$244.54
Change
+$3.92 (+1.63%)
Updated
Apr 11 closing price
Net Assets
113.83B
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AEURX vs DODGX

Header iconAEURX vs DODGX Comparison
Open Charts AEURX vs DODGXBanner chart's image
American Century Equity Income R
Price$8.18
Change+$0.12 (+1.49%)
VolumeN/A
Net Assets6.52B
Dodge & Cox Stock I
Price$244.54
Change+$3.92 (+1.63%)
VolumeN/A
Net Assets113.83B
AEURX vs DODGX Comparison Chart
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AEURX vs. DODGX commentary
Apr 12, 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 AEURX is a Hold and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AEURX (6.52B). AEURX pays higher dividends than DODGX: AEURX (1.85) vs DODGX (1.40). AEURX was incepted earlier than DODGX: AEURX (22 years) vs DODGX (60 years). AEURX (1.43) is less costly to investors than DODGX (0.51). AEURX is a more actively managed with annual turnover of: 17.00 vs. DODGX (12.00). AEURX (2500) and DODGX (2500) have matching initial minimum investment requirements. DODGX annual gain was more profitable for investors over the last year : -3.50 vs. AEURX (-4.11). DODGX return over 5 years is better than : 70.58 vs. AEURX (15.25).
AEURXDODGXAEURX / DODGX
Total Expense Ratio1.430.51280%
Annual Report Gross Expense Ratio1.430.51280%
Fund Existence22 years60 years-
Gain YTD-2.663-6.10244%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets6.52B114B6%
Annual Yield % from dividends1.851.40132%
Returns for 1 year-4.11-3.50117%
Returns for 3 years-13.082.45-533%
Returns for 5 years15.2570.5822%
Returns for 10 years6.7642.0616%
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