ANDVX
Price
$10.90
Change
+$0.26 (+2.44%)
Updated
Dec 1, 6:59 PM EST
DODGX
Price
$237.09
Change
+$2.32 (+0.99%)
Updated
Dec 1, 6:59 PM EST
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ANDVX vs DODGX ᐉ Comparison: Which is Better to Invest?

Header iconANDVX vs DODGX Comparison
Open Charts ANDVX vs DODGXBanner chart's image
Virtus NFJ Dividend Value R6
Price$10.90
Change+$0.26 (+2.44%)
VolumeN/A
CapitalizationN/A
Dodge & Cox Stock I
Price$237.09
Change+$2.32 (+0.99%)
VolumeN/A
CapitalizationN/A
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ANDVX vs DODGX Comparison Chart

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VS
ANDVX vs. DODGX commentary
Dec 02, 2023

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 ANDVX is a Buy and DODGX is a Hold.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 89.2B vs. ANDVX (620M). ANDVX pays higher dividends than DODGX: ANDVX (2.19) vs DODGX (1.46). ANDVX was incepted earlier than DODGX: ANDVX (10 years) vs DODGX (59 years). ANDVX (0.67) is less costly to investors than DODGX (0.51). ANDVX is a more actively managed with annual turnover of: 72.00 vs. DODGX (10.00). DODGX has a lower initial minimum investment than ANDVX: DODGX (2500) vs ANDVX (2500000). DODGX annual gain was more profitable for investors over the last year : 2.87 vs. ANDVX (-7.92). DODGX return over 5 years is better than : 21.17 vs. ANDVX (-18.73).
ANDVXDODGXANDVX / DODGX
Total Expense Ratio0.650.51127%
Annual Report Gross Expense Ratio0.670.51131%
Fund Existence10 years59 years-
Gain YTD13.00011.240116%
Front LoadN/AN/A-
Min. Initial Investment25000002500100,000%
Min. Initial Investment IRAN/A1000-
Net Assets620M89.2B1%
Annual Yield % from dividends2.191.46150%
Returns for 1 year-7.922.87-276%
Returns for 3 years4.9125.9319%
Returns for 5 years-18.7321.17-88%
Returns for 10 yearsN/A54.71-
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