DODGX
Price
$256.13
Change
-$0.13 (-0.05%)
Updated
May 9 closing price
Net Assets
109.77B
EQNVX
Price
$21.03
Change
+$0.01 (+0.05%)
Updated
May 9 closing price
Net Assets
599.26M
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DODGX vs EQNVX

Header iconDODGX vs EQNVX Comparison
Open Charts DODGX vs EQNVXBanner chart's image
Dodge & Cox Stock I
Price$256.13
Change-$0.13 (-0.05%)
VolumeN/A
Net Assets109.77B
MFS Equity Income R6
Price$21.03
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets599.26M
DODGX vs EQNVX Comparison Chart
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DODGX vs. EQNVX commentary
May 11, 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 DODGX is a Buy and EQNVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. EQNVX (599M). EQNVX pays higher dividends than DODGX: EQNVX (2.43) vs DODGX (1.45). DODGX was incepted earlier than EQNVX: DODGX (60 years) vs EQNVX (13 years). EQNVX (0.63) is less costly to investors than DODGX (0.51). EQNVX is a more actively managed with annual turnover of: 45.00 vs. DODGX (15.00). EQNVX has a lower initial minimum investment than DODGX: EQNVX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 1.33 vs. EQNVX (-0.51). DODGX return over 5 years is better than : 75.54 vs. EQNVX (62.77).
DODGXEQNVXDODGX / EQNVX
Total Expense Ratio0.510.5593%
Annual Report Gross Expense Ratio0.510.6381%
Fund Existence60 years13 years-
Gain YTD-0.050-0.17928%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets110B599M18,364%
Annual Yield % from dividends1.452.4360%
Returns for 1 year1.33-0.51-260%
Returns for 3 years17.9819.3293%
Returns for 5 years75.5462.77120%
Returns for 10 years50.3679.6363%
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