AVUGX
Price
$8.15
Change
+$0.13 (+1.62%)
Updated
Jul 1 closing price
Net Assets
2.13B
DODGX
Price
$273.45
Change
+$2.53 (+0.93%)
Updated
Jul 1 closing price
Net Assets
113.58B
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AVUGX vs DODGX

Header iconAVUGX vs DODGX Comparison
Open Charts AVUGX vs DODGXBanner chart's image
American Century Value R5
Price$8.15
Change+$0.13 (+1.62%)
VolumeN/A
Net Assets2.13B
Dodge & Cox Stock I
Price$273.45
Change+$2.53 (+0.93%)
VolumeN/A
Net Assets113.58B
AVUGX vs DODGX Comparison Chart in %
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AVUGX vs. DODGX commentary
Jul 02, 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 AVUGX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. AVUGX (2.13B). AVUGX pays higher dividends than DODGX: AVUGX (1.94) vs DODGX (1.38). AVUGX was incepted earlier than DODGX: AVUGX (8 years) vs DODGX (61 years). AVUGX (0.82) is less costly to investors than DODGX (0.51). AVUGX is a more actively managed with annual turnover of: 44.00 vs. DODGX (15.00). AVUGX has a lower initial minimum investment than DODGX: AVUGX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.24 vs. AVUGX (2.57). DODGX return over 5 years is better than : 78.43 vs. AVUGX (31.18).
AVUGXDODGXAVUGX / DODGX
Total Expense Ratio0.790.51155%
Annual Report Gross Expense Ratio0.820.51161%
Fund Existence8 years61 years-
Gain YTD4.8797.21668%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets2.13B114B2%
Annual Yield % from dividends1.941.38141%
Returns for 1 year2.578.2431%
Returns for 3 years3.6531.4012%
Returns for 5 years31.1878.4340%
Returns for 10 yearsN/A62.01-
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