DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
IPFPX
Price
$55.95
Change
-$0.06 (-0.11%)
Updated
Sep 5 closing price
Net Assets
310.27M
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DODGX vs IPFPX

Header iconDODGX vs IPFPX Comparison
Open Charts DODGX vs IPFPXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
Poplar Forest Partners Institutional
Price$55.95
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets310.27M
DODGX vs IPFPX Comparison Chart in %
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DODGX vs. IPFPX commentary
Sep 06, 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 IPFPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. IPFPX (310M). IPFPX pays higher dividends than DODGX: IPFPX (2.16) vs DODGX (1.34). DODGX was incepted earlier than IPFPX: DODGX (61 years) vs IPFPX (16 years). IPFPX (1.07) is less costly to investors than DODGX (0.51). IPFPX is a more actively managed with annual turnover of: 27.75 vs. DODGX (15.00). DODGX has a lower initial minimum investment than IPFPX: DODGX (2500) vs IPFPX (100000). IPFPX annual gain was more profitable for investors over the last year : 7.81 vs. DODGX (5.41). DODGX return over 5 years is better than : 69.42 vs. IPFPX (63.84).
DODGXIPFPXDODGX / IPFPX
Total Expense Ratio0.510.9653%
Annual Report Gross Expense Ratio0.511.0748%
Fund Existence61 years16 years-
Gain YTD9.22016.42156%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets116B310M37,419%
Annual Yield % from dividends1.342.1662%
Returns for 1 year5.417.8169%
Returns for 3 years34.1717.33197%
Returns for 5 years69.4263.84109%
Returns for 10 years76.4056.93134%
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