DODGX
Price
$270.94
Change
+$3.63 (+1.36%)
Updated
Aug 12 closing price
Net Assets
116.17B
IVITX
Price
$19.45
Change
+$0.26 (+1.35%)
Updated
Aug 12 closing price
Net Assets
152.65M
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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$270.94
Change+$3.63 (+1.36%)
VolumeN/A
Net Assets116.17B
VY® Invesco Growth and Income S2
Price$19.45
Change+$0.26 (+1.35%)
VolumeN/A
Net Assets152.65M
DODGX vs IVITX Comparison Chart in %
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DODGX vs. IVITX commentary
Aug 14, 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 IVITX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. IVITX (153M). DODGX pays higher dividends than IVITX: DODGX (1.39) vs IVITX (0.49). 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 : 6.37 vs. IVITX (-6.34). DODGX return over 5 years is better than : 65.99 vs. IVITX (15.91).
DODGXIVITXDODGX / IVITX
Total Expense Ratio0.511.0449%
Annual Report Gross Expense Ratio0.511.0449%
Fund Existence61 years23 years-
Gain YTD6.232-13.135-47%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B153M75,817%
Annual Yield % from dividends1.390.49284%
Returns for 1 year6.37-6.34-100%
Returns for 3 years20.02-8.87-226%
Returns for 5 years65.9915.91415%
Returns for 10 years61.61-17.36-355%
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