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CVQZX vs DODGX
CVQZX vs DODGX Comparison
Open Charts CVQZX vs DODGX
Columbia Disciplined Value Inst
Price$8.59
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets168.9M
CVQZX vs DODGX Comparison Chart
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CVQZX vs. DODGX commentary
May 25, 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 CVQZX is a StrongBuy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. CVQZX (169M). CVQZX pays higher dividends than DODGX: CVQZX (1.63) vs DODGX (1.45). CVQZX was incepted earlier than DODGX: CVQZX (15 years) vs DODGX (60 years). CVQZX (0.96) is less costly to investors than DODGX (0.51). CVQZX is a more actively managed with annual turnover of: 60.00 vs. DODGX (15.00). 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 : 3.12 vs. CVQZX (-2.12). DODGX return over 5 years is better than : 79.29 vs. CVQZX (20.36).
| CVQZX | DODGX | CVQZX / DODGX | |
| Total Expense Ratio | 0.78 | 0.51 | 153% |
| Annual Report Gross Expense Ratio | 0.96 | 0.51 | 188% |
| Fund Existence | 15 years | 60 years | - |
| Gain YTD | 0.233 | 1.203 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 110B | 0% |
| Annual Yield % from dividends | 1.63 | 1.45 | 113% |
| Returns for 1 year | -2.12 | 3.12 | -68% |
| Returns for 3 years | 2.90 | 17.95 | 16% |
| Returns for 5 years | 20.36 | 79.29 | 26% |
| Returns for 10 years | -1.83 | 51.33 | -4% |
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