DODGX
Price
$278.57
Change
-$0.19 (-0.07%)
Updated
Aug 28 closing price
Net Assets
116.17B
IVKIX
Price
$20.24
Change
-$0.01 (-0.05%)
Updated
Aug 28 closing price
Net Assets
245.89M
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DODGX vs IVKIX

Header iconDODGX vs IVKIX Comparison
Open Charts DODGX vs IVKIXBanner chart's image
Dodge & Cox Stock I
Price$278.57
Change-$0.19 (-0.07%)
VolumeN/A
Net Assets116.17B
VY® Invesco Comstock I
Price$20.24
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets245.89M
DODGX vs IVKIX Comparison Chart in %
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DODGX vs. IVKIX commentary
Aug 29, 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 IVKIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. IVKIX (246M). IVKIX pays higher dividends than DODGX: IVKIX (1.55) vs DODGX (1.39). DODGX was incepted earlier than IVKIX: DODGX (61 years) vs IVKIX (23 years). IVKIX (0.80) is less costly to investors than DODGX (0.51). IVKIX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). IVKIX has a lower initial minimum investment than DODGX: IVKIX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 4.46 vs. IVKIX (-0.10). DODGX return over 5 years is better than : 67.53 vs. IVKIX (56.03).
DODGXIVKIXDODGX / IVKIX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence61 years23 years-
Gain YTD9.224-1.914-482%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B246M47,154%
Annual Yield % from dividends1.391.5590%
Returns for 1 year4.46-0.10-4,490%
Returns for 3 years29.583.85768%
Returns for 5 years67.5356.03121%
Returns for 10 years76.0561.02125%
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