DODGX
Price
$270.94
Change
+$3.63 (+1.36%)
Updated
Aug 12 closing price
Net Assets
116.17B
IPFPX
Price
$54.30
Change
+$0.76 (+1.42%)
Updated
Aug 12 closing price
Net Assets
297.86M
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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$270.94
Change+$3.63 (+1.36%)
VolumeN/A
Net Assets116.17B
Poplar Forest Partners Institutional
Price$54.30
Change+$0.76 (+1.42%)
VolumeN/A
Net Assets297.86M
DODGX vs IPFPX Comparison Chart in %
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DODGX vs. IPFPX commentary
Aug 13, 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 (298M). IPFPX pays higher dividends than DODGX: IPFPX (2.26) vs DODGX (1.39). 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). DODGX annual gain was more profitable for investors over the last year : 6.37 vs. IPFPX (5.94). DODGX return over 5 years is better than : 65.99 vs. IPFPX (55.00).
DODGXIPFPXDODGX / IPFPX
Total Expense Ratio0.510.9653%
Annual Report Gross Expense Ratio0.511.0748%
Fund Existence61 years16 years-
Gain YTD6.23211.28755%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets116B298M38,926%
Annual Yield % from dividends1.392.2661%
Returns for 1 year6.375.94107%
Returns for 3 years20.024.89409%
Returns for 5 years65.9955.00120%
Returns for 10 years61.6141.12150%
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