DODGX
Price
$256.13
Change
-$0.13 (-0.05%)
Updated
May 9 closing price
Net Assets
109.77B
IPEAX
Price
$5.80
Change
+$0.01 (+0.17%)
Updated
May 9 closing price
Net Assets
519.4M
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DODGX vs IPEAX

Header iconDODGX vs IPEAX Comparison
Open Charts DODGX vs IPEAXBanner chart's image
Dodge & Cox Stock I
Price$256.13
Change-$0.13 (-0.05%)
VolumeN/A
Net Assets109.77B
Voya Large Cap Value Port A
Price$5.80
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets519.4M
DODGX vs IPEAX Comparison Chart
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DODGX vs. IPEAX commentary
May 11, 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 IPEAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. IPEAX (519M). IPEAX pays higher dividends than DODGX: IPEAX (1.64) vs DODGX (1.45). DODGX was incepted earlier than IPEAX: DODGX (60 years) vs IPEAX (18 years). IPEAX (1.48) is less costly to investors than DODGX (0.51). IPEAX is a more actively managed with annual turnover of: 101.00 vs. DODGX (15.00). IPEAX has a lower initial minimum investment than DODGX: IPEAX (0) vs DODGX (2500). IPEAX annual gain was more profitable for investors over the last year : 2.39 vs. DODGX (1.33). DODGX return over 5 years is better than : 75.54 vs. IPEAX (-35.78).
DODGXIPEAXDODGX / IPEAX
Total Expense Ratio0.511.2940%
Annual Report Gross Expense Ratio0.511.4834%
Fund Existence60 years18 years-
Gain YTD-0.0501.045-5%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets110B519M21,195%
Annual Yield % from dividends1.451.6488%
Returns for 1 year1.332.3956%
Returns for 3 years17.98-52.75-34%
Returns for 5 years75.54-35.78-211%
Returns for 10 years50.36-45.90-110%
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