DODGX
Price
$260.51
Change
+$1.68 (+0.65%)
Updated
Dec 24 closing price
HFCVX
Price
$20.96
Change
+$0.13 (+0.62%)
Updated
Dec 24 closing price
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DODGX vs HFCVX

Header iconDODGX vs HFCVX Comparison
Open Charts DODGX vs HFCVXBanner chart's image
Dodge & Cox Stock I
Price$260.51
Change+$1.68 (+0.65%)
VolumeN/A
CapitalizationN/A
Hennessy Cornerstone Value Investor
Price$20.96
Change+$0.13 (+0.62%)
VolumeN/A
CapitalizationN/A
DODGX vs HFCVX Comparison Chart
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DODGX vs. HFCVX commentary
Dec 26, 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 Buy and HFCVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. HFCVX (272M). HFCVX pays higher dividends than DODGX: HFCVX (3.37) vs DODGX (1.36). DODGX was incepted earlier than HFCVX: DODGX (60 years) vs HFCVX (28 years). HFCVX is a more actively managed with annual turnover of: 31.00 vs. DODGX (12.00). DODGX (2500) and HFCVX (2500) have matching initial minimum investment requirements. HFCVX (9.08) and DODGX (8.98) have marching annual gain over last year. DODGX return over 5 years is better than : 39.78 vs. HFCVX (31.41).
DODGXHFCVXDODGX / HFCVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years28 years-
Gain YTD8.5188.65798%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets120B272M44,118%
Annual Yield % from dividends1.363.3740%
Returns for 1 year8.989.0899%
Returns for 3 years9.8212.1781%
Returns for 5 years39.7831.41127%
Returns for 10 years51.2633.13155%
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