DODGX
Price
$272.42
Change
-$3.62 (-1.31%)
Updated
Feb 21 closing price
Net Assets
118.19B
GEFPX
Price
$14.22
Change
-$0.20 (-1.39%)
Updated
Feb 21 closing price
Net Assets
5.06M
Ad is loading...

DODGX vs GEFPX

Header iconDODGX vs GEFPX Comparison
Open Charts DODGX vs GEFPXBanner chart's image
Dodge & Cox Stock I
Price$272.42
Change-$3.62 (-1.31%)
VolumeN/A
Net Assets118.19B
Gotham Enhanced 500 Plus Institutional
Price$14.22
Change-$0.20 (-1.39%)
VolumeN/A
Net Assets5.06M
DODGX vs GEFPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DODGX vs. GEFPX commentary
Feb 23, 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 GEFPX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. GEFPX (5.06M). DODGX pays higher dividends than GEFPX: DODGX (1.36) vs GEFPX (0.77). DODGX was incepted earlier than GEFPX: DODGX (60 years) vs GEFPX (8 years). GEFPX is a more actively managed with annual turnover of: 162.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than GEFPX: DODGX (2500) vs GEFPX (25000). DODGX annual gain was more profitable for investors over the last year : 10.52 vs. GEFPX (4.63). DODGX return over 5 years is better than : 45.00 vs. GEFPX (26.69).
DODGXGEFPXDODGX / GEFPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years8 years-
Gain YTD5.9263.569166%
Front LoadN/AN/A-
Min. Initial Investment25002500010%
Min. Initial Investment IRAN/AN/A-
Net Assets118B5.06M2,332,938%
Annual Yield % from dividends1.360.77178%
Returns for 1 year10.524.63227%
Returns for 3 years15.9212.55127%
Returns for 5 years45.0026.69169%
Returns for 10 years57.97N/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 %
REIAX12.63-0.10
-0.79%
West Loop Realty A
MITJX34.93-0.43
-1.22%
MFS Massachusetts Investors Tr R6
HLMGX35.01-0.47
-1.32%
Harding Loevner Global Equity Advisor
EISGX17.86-0.32
-1.76%
Eaton Vance Small-Cap I
SMVTX12.25-0.30
-2.39%
Virtus Ceredex Mid-Cap Value Equity I