DODGX
Price
$257.73
Change
+$4.04 (+1.59%)
Updated
May 2 closing price
Net Assets
113.83B
FSWCX
Price
$11.70
Change
+$0.18 (+1.56%)
Updated
May 2 closing price
Net Assets
5.16B
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DODGX vs FSWCX

Header iconDODGX vs FSWCX Comparison
Open Charts DODGX vs FSWCXBanner chart's image
Dodge & Cox Stock I
Price$257.73
Change+$4.04 (+1.59%)
VolumeN/A
Net Assets113.83B
Fidelity SAI US Value Index
Price$11.70
Change+$0.18 (+1.56%)
VolumeN/A
Net Assets5.16B
DODGX vs FSWCX Comparison Chart
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DODGX vs. FSWCX commentary
May 03, 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 FSWCX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. FSWCX (5.16B). FSWCX pays higher dividends than DODGX: FSWCX (2.06) vs DODGX (1.45). DODGX was incepted earlier than FSWCX: DODGX (60 years) vs FSWCX (7 years). DODGX (0.51) is less costly to investors than FSWCX (0.11). FSWCX is a more actively managed with annual turnover of: 63.00 vs. DODGX (15.00). FSWCX has a lower initial minimum investment than DODGX: FSWCX (0) vs DODGX (2500). FSWCX (3.33) and DODGX (3.23) have marching annual gain over last year. DODGX return over 5 years is better than : 79.68 vs. FSWCX (66.90).
DODGXFSWCXDODGX / FSWCX
Total Expense Ratio0.510.11464%
Annual Report Gross Expense Ratio0.510.11464%
Fund Existence60 years7 years-
Gain YTD-1.002-2.62038%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B5.16B2,211%
Annual Yield % from dividends1.452.0670%
Returns for 1 year3.233.3397%
Returns for 3 years13.423.56377%
Returns for 5 years79.6866.90119%
Returns for 10 years49.31N/A-
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