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CVQZX vs DODGX
CVQZX vs DODGX Comparison
Open Charts CVQZX vs DODGX
Columbia Disciplined Value Inst
Price$9.50
Change-$0.07 (-0.73%)
VolumeN/A
CapitalizationN/A
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CVQZX vs DODGX Comparison Chart
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CVQZX vs. DODGX commentary
Sep 21, 2024
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 CVQZX is a StrongBuy and DODGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. CVQZX (185M). CVQZX pays higher dividends than DODGX: CVQZX (1.50) vs DODGX (1.36). CVQZX was incepted earlier than DODGX: CVQZX (14 years) vs DODGX (60 years). CVQZX is a more actively managed with annual turnover of: 60.00 vs. DODGX (12.00). CVQZX has a lower initial minimum investment than DODGX: CVQZX (2000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 20.73 vs. CVQZX (18.04). DODGX return over 5 years is better than : 50.19 vs. CVQZX (2.96).
| CVQZX | DODGX | CVQZX / DODGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 60 years | - |
| Gain YTD | 16.137 | 12.733 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 116B | 0% |
| Annual Yield % from dividends | 1.50 | 1.36 | 110% |
| Returns for 1 year | 18.04 | 20.73 | 87% |
| Returns for 3 years | -10.25 | 20.35 | -50% |
| Returns for 5 years | 2.96 | 50.19 | 6% |
| Returns for 10 years | 6.70 | 58.41 | 11% |
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