DODGX
Price
$272.32
Change
-$2.01 (-0.73%)
Updated
Sep 20 closing price
EQNTX
Price
$22.37
Change
-$0.12 (-0.53%)
Updated
Sep 20 closing price
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DODGX vs EQNTX

Header iconDODGX vs EQNTX Comparison
Open Charts DODGX vs EQNTXBanner chart's image
Dodge & Cox Stock I
Price$272.32
Change-$2.01 (-0.73%)
VolumeN/A
CapitalizationN/A
MFS Equity Income R3
Price$22.37
Change-$0.12 (-0.53%)
VolumeN/A
CapitalizationN/A
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DODGX vs EQNTX Comparison Chart
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VS
DODGX vs. EQNTX 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 DODGX is a StrongBuy and EQNTX is a Buy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. EQNTX (597M). EQNTX pays higher dividends than DODGX: EQNTX (1.56) vs DODGX (1.36). DODGX was incepted earlier than EQNTX: DODGX (60 years) vs EQNTX (12 years). EQNTX is a more actively managed with annual turnover of: 42.00 vs. DODGX (12.00). EQNTX has a lower initial minimum investment than DODGX: EQNTX (0) vs DODGX (2500). EQNTX (18.51) and DODGX (17.75) have marching annual gain over last year. EQNTX return over 5 years is better than : 56.37 vs. DODGX (49.54).
DODGXEQNTXDODGX / EQNTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years12 years-
Gain YTD12.24912.78696%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B597M19,430%
Annual Yield % from dividends1.361.5687%
Returns for 1 year17.7518.5196%
Returns for 3 years17.3213.59127%
Returns for 5 years49.5456.3788%
Returns for 10 years55.1593.5959%
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