DODGX
Price
$273.99
Change
+$1.59 (+0.58%)
Updated
Jan 30 closing price
Net Assets
111.65B
IPFPX
Price
$50.85
Change
+$0.51 (+1.01%)
Updated
Jan 30 closing price
Net Assets
297.03M
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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$273.99
Change+$1.59 (+0.58%)
VolumeN/A
Net Assets111.65B
Poplar Forest Partners Institutional
Price$50.85
Change+$0.51 (+1.01%)
VolumeN/A
Net Assets297.03M
DODGX vs IPFPX Comparison Chart
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DODGX vs. IPFPX commentary
Jan 31, 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 StrongBuy and IPFPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. IPFPX (297M). IPFPX pays higher dividends than DODGX: IPFPX (2.15) vs DODGX (1.36). DODGX was incepted earlier than IPFPX: DODGX (60 years) vs IPFPX (15 years). IPFPX is a more actively managed with annual turnover of: 35.12 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 : 14.01 vs. IPFPX (2.48). DODGX return over 5 years is better than : 52.61 vs. IPFPX (31.68).
DODGXIPFPXDODGX / IPFPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years15 years-
Gain YTD6.5364.635141%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets112B297M37,710%
Annual Yield % from dividends1.362.1564%
Returns for 1 year14.012.48564%
Returns for 3 years13.71-0.86-1,593%
Returns for 5 years52.6131.68166%
Returns for 10 years68.0835.32193%
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