DODGX
Price
$261.18
Change
-$4.36 (-1.64%)
Updated
May 21 closing price
Net Assets
109.77B
HULEX
Price
$31.92
Change
-$0.76 (-2.33%)
Updated
May 21 closing price
Net Assets
394.94M
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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$261.18
Change-$4.36 (-1.64%)
VolumeN/A
Net Assets109.77B
Huber Select Large Cap Value Instl
Price$31.92
Change-$0.76 (-2.33%)
VolumeN/A
Net Assets394.94M
DODGX vs HULEX Comparison Chart
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DODGX vs. HULEX commentary
May 22, 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 HULEX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. HULEX (395M). DODGX pays higher dividends than HULEX: DODGX (1.45) vs HULEX (1.30). DODGX was incepted earlier than HULEX: DODGX (60 years) vs HULEX (14 years). HULEX (1.03) is less costly to investors than DODGX (0.51). HULEX is a more actively managed with annual turnover of: 33.40 vs. DODGX (15.00). 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 : 4.07 vs. DODGX (2.11). HULEX return over 5 years is better than : 118.08 vs. DODGX (80.56).
DODGXHULEXDODGX / HULEX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence60 years14 years-
Gain YTD1.9210.000-
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets110B395M27,848%
Annual Yield % from dividends1.451.30111%
Returns for 1 year2.114.0752%
Returns for 3 years20.9443.9148%
Returns for 5 years80.56118.0868%
Returns for 10 years50.94158.2332%
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