DODGX
Price
$240.62
Change
-$8.24 (-3.31%)
Updated
Apr 10 closing price
Net Assets
113.83B
IPFPX
Price
$46.39
Change
-$1.55 (-3.23%)
Updated
Apr 10 closing price
Net Assets
276.53M
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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$240.62
Change-$8.24 (-3.31%)
VolumeN/A
Net Assets113.83B
Poplar Forest Partners Institutional
Price$46.39
Change-$1.55 (-3.23%)
VolumeN/A
Net Assets276.53M
DODGX vs IPFPX Comparison Chart
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DODGX vs. IPFPX commentary
Apr 12, 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 IPFPX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. IPFPX (277M). IPFPX pays higher dividends than DODGX: IPFPX (2.34) vs DODGX (1.40). DODGX was incepted earlier than IPFPX: DODGX (60 years) vs IPFPX (15 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 (12.00). DODGX has a lower initial minimum investment than IPFPX: DODGX (2500) vs IPFPX (100000). DODGX annual gain was more profitable for investors over the last year : -0.21 vs. IPFPX (-7.86). DODGX return over 5 years is better than : 76.42 vs. IPFPX (63.01).
DODGXIPFPXDODGX / IPFPX
Total Expense Ratio0.510.9653%
Annual Report Gross Expense Ratio0.511.0748%
Fund Existence60 years15 years-
Gain YTD-2.887-0.353817%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets114B277M41,155%
Annual Yield % from dividends1.402.3460%
Returns for 1 year-0.21-7.863%
Returns for 3 years5.34-7.95-67%
Returns for 5 years76.4263.01121%
Returns for 10 years47.0921.34221%
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