DODGX
Price
$272.32
Change
-$2.01 (-0.73%)
Updated
Sep 20 closing price
FSWCX
Price
$12.07
Change
-$0.07 (-0.58%)
Updated
Sep 20 closing price
Ad is loading...

DODGX vs FSWCX

Header iconDODGX vs FSWCX Comparison
Open Charts DODGX vs FSWCXBanner chart's image
Dodge & Cox Stock I
Price$272.32
Change-$2.01 (-0.73%)
VolumeN/A
CapitalizationN/A
Fidelity SAI US Value Index
Price$12.07
Change-$0.07 (-0.58%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
DODGX vs FSWCX Comparison Chart
Loading...
VS
DODGX vs. FSWCX 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 FSWCX is a Buy.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. FSWCX (4.38B). FSWCX pays higher dividends than DODGX: FSWCX (4.82) vs DODGX (1.36). DODGX was incepted earlier than FSWCX: DODGX (60 years) vs FSWCX (7 years). FSWCX is a more actively managed with annual turnover of: 86.00 vs. DODGX (12.00). FSWCX has a lower initial minimum investment than DODGX: FSWCX (0) vs DODGX (2500). FSWCX annual gain was more profitable for investors over the last year : 22.74 vs. DODGX (20.73). DODGX return over 5 years is better than : 50.19 vs. FSWCX (40.65).
DODGXFSWCXDODGX / FSWCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years7 years-
Gain YTD12.73312.98898%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B4.38B2,650%
Annual Yield % from dividends1.364.8228%
Returns for 1 year20.7322.7491%
Returns for 3 years20.3515.59131%
Returns for 5 years50.1940.65123%
Returns for 10 years58.41N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JABFX13.18-0.07
-0.53%
JHancock Real Estate Securities C
LCGRX25.64-0.17
-0.66%
Loomis Sayles Small Cap Growth Retail
BGAKX17.96-0.15
-0.83%
Baillie Gifford Global Alpha Equities K
PRITX20.93-0.25
-1.18%
T. Rowe Price International Stock
HSSAX26.88-0.43
-1.57%
Emerald Finance & Bking Innovt Fd A