DODGX
Price
$274.38
Change
-$1.86 (-0.67%)
Updated
Dec 17 closing price
HULEX
Price
$32.92
Change
-$0.62 (-1.85%)
Updated
Dec 17 closing price
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DODGX vs HULEX

Header iconDODGX vs HULEX Comparison
Open Charts DODGX vs HULEXBanner chart's image
Dodge & Cox Stock I
Price$274.38
Change-$1.86 (-0.67%)
VolumeN/A
CapitalizationN/A
Huber Select Large Cap Value Instl
Price$32.92
Change-$0.62 (-1.85%)
VolumeN/A
CapitalizationN/A
DODGX vs HULEX Comparison Chart
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DODGX vs. HULEX commentary
Dec 19, 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 Hold and HULEX is a Hold.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. HULEX (320M). DODGX pays higher dividends than HULEX: DODGX (1.36) vs HULEX (0.95). DODGX was incepted earlier than HULEX: DODGX (60 years) vs HULEX (13 years). HULEX is a more actively managed with annual turnover of: 30.78 vs. DODGX (12.00). DODGX has a lower initial minimum investment than HULEX: DODGX (2500) vs HULEX (1000000). HULEX annual gain was more profitable for investors over the last year : 18.64 vs. DODGX (15.24). HULEX return over 5 years is better than : 88.37 vs. DODGX (48.97).
DODGXHULEXDODGX / HULEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years13 years-
Gain YTD13.98017.22081%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets120B320M37,500%
Annual Yield % from dividends1.360.95143%
Returns for 1 year15.2418.6482%
Returns for 3 years15.7840.2139%
Returns for 5 years48.9788.3755%
Returns for 10 years60.47164.8937%
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