DODGX
Price
$252.46
Change
-$11.61 (-4.40%)
Updated
Apr 3 closing price
Net Assets
118.76B
HULIX
Price
$30.81
Change
-$1.77 (-5.43%)
Updated
Apr 3 closing price
Net Assets
368.06M
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DODGX vs HULIX

Header iconDODGX vs HULIX Comparison
Open Charts DODGX vs HULIXBanner chart's image
Dodge & Cox Stock I
Price$252.46
Change-$11.61 (-4.40%)
VolumeN/A
Net Assets118.76B
Huber Select Large Cap Value I
Price$30.81
Change-$1.77 (-5.43%)
VolumeN/A
Net Assets368.06M
DODGX vs HULIX Comparison Chart
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DODGX vs. HULIX commentary
Apr 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 Hold and HULIX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. HULIX (368M). DODGX pays higher dividends than HULIX: DODGX (1.40) vs HULIX (0.94). DODGX was incepted earlier than HULIX: DODGX (60 years) vs HULIX (18 years). HULIX (1.43) is less costly to investors than DODGX (0.51). HULIX is a more actively managed with annual turnover of: 33.40 vs. DODGX (12.00). DODGX has a lower initial minimum investment than HULIX: DODGX (2500) vs HULIX (5000). DODGX (4.81) and HULIX (4.81) have marching annual gain over last year. HULIX return over 5 years is better than : 142.80 vs. DODGX (114.52).
DODGXHULIXDODGX / HULIX
Total Expense Ratio0.511.4036%
Annual Report Gross Expense Ratio0.511.4336%
Fund Existence60 years18 years-
Gain YTD3.048-0.519-587%
Front LoadN/AN/A-
Min. Initial Investment2500500050%
Min. Initial Investment IRAN/AN/A-
Net Assets119B368M32,337%
Annual Yield % from dividends1.400.94149%
Returns for 1 year4.814.81100%
Returns for 3 years10.6031.6334%
Returns for 5 years114.52142.8080%
Returns for 10 years57.85167.2835%
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