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CVQZX vs DODGX
CVQZX vs DODGX Comparison
Open Charts CVQZX vs DODGX
Columbia Disciplined Value Inst
Price$8.25
Change-$0.41 (-4.73%)
VolumeN/A
Net Assets175.85M
CVQZX vs DODGX Comparison Chart
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CVQZX vs. DODGX commentary
Apr 05, 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 Hold and DODGX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. CVQZX (176M). CVQZX pays higher dividends than DODGX: CVQZX (1.59) vs DODGX (1.40). 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 (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 : 4.81 vs. CVQZX (-4.12). DODGX return over 5 years is better than : 114.52 vs. CVQZX (39.30).
| 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 | 1.050 | 3.048 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 2500 | 80% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 119B | 0% |
| Annual Yield % from dividends | 1.59 | 1.40 | 113% |
| Returns for 1 year | -4.12 | 4.81 | -86% |
| Returns for 3 years | -1.96 | 10.60 | -18% |
| Returns for 5 years | 39.30 | 114.52 | 34% |
| Returns for 10 years | -0.32 | 57.85 | -1% |
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