DODGX
Price
$16.90
Change
-$0.09 (-0.53%)
Updated
Nov 19 closing price
Net Assets
118.72B
IVITX
Price
$19.73
Change
-$0.01 (-0.05%)
Updated
Nov 19 closing price
Net Assets
153.38M
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DODGX vs IVITX

Header iconDODGX vs IVITX Comparison
Open Charts DODGX vs IVITXBanner chart's image
Dodge & Cox Stock I
Price$16.90
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets118.72B
VY® Invesco Growth and Income S2
Price$19.73
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets153.38M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Nov 20, 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 IVITX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. IVITX (153M). DODGX pays higher dividends than IVITX: DODGX (1.34) vs IVITX (0.48). DODGX was incepted earlier than IVITX: DODGX (61 years) vs IVITX (23 years). IVITX (1.04) is less costly to investors than DODGX (0.51). IVITX is a more actively managed with annual turnover of: 30.00 vs. DODGX (15.00). IVITX has a lower initial minimum investment than DODGX: IVITX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 22.13 vs. IVITX (-13.90). DODGX return over 5 years is better than : 255.03 vs. IVITX (6.60).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD27.424-10.645-258%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B153M77,778%
Annual Yield % from dividends1.340.48280%
Returns for 1 year22.13-13.90-159%
Returns for 3 years136.79-5.60-2,441%
Returns for 5 years255.036.603,867%
Returns for 10 years424.08-12.81-3,311%
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