COPLX
Price
$169.23
Change
+$12.25 (+7.80%)
Updated
Apr 9 closing price
Net Assets
85.91M
DODGX
Price
$248.86
Change
+$17.08 (+7.37%)
Updated
Apr 9 closing price
Net Assets
113.83B
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COPLX vs DODGX

Header iconCOPLX vs DODGX Comparison
Open Charts COPLX vs DODGXBanner chart's image
Copley Fund
Price$169.23
Change+$12.25 (+7.80%)
VolumeN/A
Net Assets85.91M
Dodge & Cox Stock I
Price$248.86
Change+$17.08 (+7.37%)
VolumeN/A
Net Assets113.83B
COPLX vs DODGX Comparison Chart
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COPLX vs. DODGX commentary
Apr 11, 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 COPLX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. COPLX (85.9M). DODGX pays higher dividends than COPLX: DODGX (1.40) vs COPLX (0.00). COPLX was incepted earlier than DODGX: COPLX (47 years) vs DODGX (60 years). COPLX (1.11) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 12.00 vs. COPLX (5.54). COPLX has a lower initial minimum investment than DODGX: COPLX (1000) vs DODGX (2500). COPLX annual gain was more profitable for investors over the last year : -5.22 vs. DODGX (-8.19). DODGX return over 5 years is better than : 64.32 vs. COPLX (36.97).
COPLXDODGXCOPLX / DODGX
Total Expense Ratio1.110.51218%
Annual Report Gross Expense Ratio1.110.51218%
Fund Existence47 years60 years-
Gain YTD-13.122-9.552137%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets85.9M114B0%
Annual Yield % from dividends0.001.40-
Returns for 1 year-5.22-8.1964%
Returns for 3 years8.67-2.87-302%
Returns for 5 years36.9764.3257%
Returns for 10 years125.2236.33345%
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