CVFYX
Price
$15.26
Change
+$0.03 (+0.20%)
Updated
Jun 5 closing price
Net Assets
396.25M
DODGX
Price
$263.42
Change
+$0.01 (+0.00%)
Updated
Jun 5 closing price
Net Assets
109.77B
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CVFYX vs DODGX

Header iconCVFYX vs DODGX Comparison
Open Charts CVFYX vs DODGXBanner chart's image
Pioneer Disciplined Value Y
Price$15.26
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets396.25M
Dodge & Cox Stock I
Price$263.42
Change+$0.01 (+0.00%)
VolumeN/A
Net Assets109.77B
CVFYX vs DODGX Comparison Chart
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CVFYX vs. DODGX commentary
Jun 07, 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 CVFYX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. CVFYX (396M). CVFYX pays higher dividends than DODGX: CVFYX (2.54) vs DODGX (1.40). CVFYX was incepted earlier than DODGX: CVFYX (17 years) vs DODGX (60 years). CVFYX (0.61) is less costly to investors than DODGX (0.51). CVFYX is a more actively managed with annual turnover of: 111.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than CVFYX: DODGX (2500) vs CVFYX (5000000). CVFYX annual gain was more profitable for investors over the last year : 8.13 vs. DODGX (4.15). DODGX return over 5 years is better than : 57.66 vs. CVFYX (19.33).
CVFYXDODGXCVFYX / DODGX
Total Expense Ratio0.450.5188%
Annual Report Gross Expense Ratio0.610.51120%
Fund Existence17 years60 years-
Gain YTD2.4902.79589%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets396M110B0%
Annual Yield % from dividends2.541.40182%
Returns for 1 year8.134.15196%
Returns for 3 years3.0615.6820%
Returns for 5 years19.3357.6634%
Returns for 10 years-0.8153.93-2%
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