BASVX
Price
$14.11
Change
-$0.01 (-0.07%)
Updated
Sep 5 closing price
Net Assets
168.88M
DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
Interact to see
Advertisement

BASVX vs DODGX

Header iconBASVX vs DODGX Comparison
Open Charts BASVX vs DODGXBanner chart's image
Brown Advisory Sustainable Val Inst
Price$14.11
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets168.88M
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
BASVX vs DODGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BASVX vs. DODGX commentary
Sep 06, 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 BASVX is a StrongBuy and DODGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. BASVX (169M). DODGX pays higher dividends than BASVX: DODGX (1.34) vs BASVX (0.88). BASVX was incepted earlier than DODGX: BASVX (3 years) vs DODGX (61 years). BASVX (0.82) is less costly to investors than DODGX (0.51). BASVX is a more actively managed with annual turnover of: 37.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BASVX: DODGX (2500) vs BASVX (1000000). BASVX annual gain was more profitable for investors over the last year : 12.97 vs. DODGX (5.41).
BASVXDODGXBASVX / DODGX
Total Expense Ratio0.710.51139%
Annual Report Gross Expense Ratio0.820.51161%
Fund Existence3 years61 years-
Gain YTD11.0069.220119%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets169M116B0%
Annual Yield % from dividends0.881.3465%
Returns for 1 year12.975.41240%
Returns for 3 yearsN/A34.17-
Returns for 5 yearsN/A69.42-
Returns for 10 years48.8376.4064%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
AUIIX35.77N/A
N/A
AB Equity Income I
MCBAX14.18N/A
N/A
BlackRock Large Cap Focus Value Inv C
FAEVX25.78N/A
N/A
Fidelity Advisor Equity Value Z
CSJRX67.36N/A
N/A
Cohen & Steers Realty Shares R
FNDMX13.45N/A
N/A
Fidelity Series Sust Non-US Dev Mrkt Fd