BBISX
Price
$32.27
Change
+$0.16 (+0.50%)
Updated
Jun 12 closing price
Net Assets
41.77M
DODGX
Price
$268.37
Change
+$0.50 (+0.19%)
Updated
Jun 12 closing price
Net Assets
113.58B
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BBISX vs DODGX

Header iconBBISX vs DODGX Comparison
Open Charts BBISX vs DODGXBanner chart's image
Sterling Capital Behav Lg Cp Val Eq
Price$32.27
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets41.77M
Dodge & Cox Stock I
Price$268.37
Change+$0.50 (+0.19%)
VolumeN/A
Net Assets113.58B
BBISX vs DODGX Comparison Chart
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BBISX vs. DODGX commentary
Jun 13, 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 BBISX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. BBISX (41.8M). BBISX pays higher dividends than DODGX: BBISX (1.72) vs DODGX (1.40). BBISX was incepted earlier than DODGX: BBISX (33 years) vs DODGX (60 years). BBISX (0.78) is less costly to investors than DODGX (0.51). BBISX is a more actively managed with annual turnover of: 110.98 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BBISX: DODGX (2500) vs BBISX (1000000). BBISX annual gain was more profitable for investors over the last year : 17.09 vs. DODGX (6.30). BBISX return over 5 years is better than : 115.75 vs. DODGX (73.90).
BBISXDODGXBBISX / DODGX
Total Expense Ratio0.780.51153%
Annual Report Gross Expense Ratio0.780.51153%
Fund Existence33 years60 years-
Gain YTD7.2414.531160%
Front LoadN/AN/A-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets41.8M114B0%
Annual Yield % from dividends1.721.40123%
Returns for 1 year17.096.30271%
Returns for 3 years54.3929.26186%
Returns for 5 years115.7573.90157%
Returns for 10 years114.5756.06204%
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