CVFYX
Price
$14.78
Change
+$0.16 (+1.09%)
Updated
May 8 closing price
Net Assets
380.33M
DODGX
Price
$256.26
Change
+$1.71 (+0.67%)
Updated
May 8 closing price
Net Assets
109.77B
Ad is loading...

CVFYX vs DODGX

Header iconCVFYX vs DODGX Comparison
Open Charts CVFYX vs DODGXBanner chart's image
Pioneer Disciplined Value Y
Price$14.78
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets380.33M
Dodge & Cox Stock I
Price$256.26
Change+$1.71 (+0.67%)
VolumeN/A
Net Assets109.77B
CVFYX vs DODGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
CVFYX vs. DODGX commentary
May 09, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. CVFYX (380M). CVFYX pays higher dividends than DODGX: CVFYX (2.64) vs DODGX (1.45). 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 : 3.51 vs. DODGX (1.96). DODGX return over 5 years is better than : 75.63 vs. CVFYX (28.76).
CVFYXDODGXCVFYX / DODGX
Total Expense Ratio0.450.5188%
Annual Report Gross Expense Ratio0.610.51120%
Fund Existence17 years60 years-
Gain YTD-1.6150.001-205,483%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets380M110B0%
Annual Yield % from dividends2.641.45183%
Returns for 1 year3.511.96179%
Returns for 3 years4.1418.5322%
Returns for 5 years28.7675.6338%
Returns for 10 years-5.1650.23-10%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DNVYX27.630.21
+0.77%
Davis NY Venture Y
GRMIX26.52N/A
N/A
Nationwide S&P 500 Index R6
MMGEX8.31N/A
N/A
MassMutual Small Cap Gr Eq A
VSQRX15.95N/A
N/A
Invesco MSCI World SRI Index R
ETLIX14.00N/A
N/A
Eventide Large Cap Focus I