DODGX
Price
$273.48
Change
+$0.03 (+0.01%)
Updated
Jul 2 closing price
Net Assets
113.58B
HULEX
Price
$34.24
Change
+$0.23 (+0.68%)
Updated
Jul 2 closing price
Net Assets
410.78M
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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$273.48
Change+$0.03 (+0.01%)
VolumeN/A
Net Assets113.58B
Huber Select Large Cap Value Instl
Price$34.24
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets410.78M
DODGX vs HULEX Comparison Chart in %
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DODGX vs. HULEX commentary
Jul 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. HULEX (411M). DODGX pays higher dividends than HULEX: DODGX (1.38) vs HULEX (1.21). DODGX was incepted earlier than HULEX: DODGX (61 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 (8.00) and DODGX (7.86) have marching annual gain over last year. HULEX return over 5 years is better than : 114.44 vs. DODGX (78.45).
DODGXHULEXDODGX / HULEX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence61 years14 years-
Gain YTD7.2284.070178%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B411M27,737%
Annual Yield % from dividends1.381.21114%
Returns for 1 year7.868.0098%
Returns for 3 years31.4251.0762%
Returns for 5 years78.45114.4469%
Returns for 10 years62.03171.6736%
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