DODGX
Price
$277.89
Change
-$0.86 (-0.31%)
Updated
Sep 24 closing price
Net Assets
120.87B
IVITX
Price
$19.82
Change
-$0.05 (-0.25%)
Updated
Sep 24 closing price
Net Assets
156.97M
Interact to see
Advertisement

DODGX vs IVITX

Header iconDODGX vs IVITX Comparison
Open Charts DODGX vs IVITXBanner chart's image
Dodge & Cox Stock I
Price$277.89
Change-$0.86 (-0.31%)
VolumeN/A
Net Assets120.87B
VY® Invesco Growth and Income S2
Price$19.82
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets156.97M
DODGX vs IVITX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. IVITX commentary
Sep 26, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. IVITX (157M). 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 : 3.36 vs. IVITX (-8.62). DODGX return over 5 years is better than : 78.71 vs. IVITX (25.01).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD8.957-10.057-89%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B157M77,070%
Annual Yield % from dividends1.340.48277%
Returns for 1 year3.36-8.62-39%
Returns for 3 years43.057.10606%
Returns for 5 years78.7125.01315%
Returns for 10 years83.28-5.74-1,451%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PKSFX56.60N/A
N/A
Virtus KAR Small-Cap Core I
HUMEX17.02N/A
N/A
Huber Mid Cap Value Instl
EGLBX28.52N/A
N/A
Elfun International Equity
MAIIX19.13N/A
N/A
iShares MSCI EAFE Intl Idx Instl
PIIQX13.62N/A
N/A
Principal International Equity Index R5