DODGX
Price
$278.23
Change
+$0.74 (+0.27%)
Updated
Sep 17 closing price
Net Assets
120.87B
IVKIX
Price
$20.28
Change
+$0.09 (+0.45%)
Updated
Sep 17 closing price
Net Assets
232.58M
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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$278.23
Change+$0.74 (+0.27%)
VolumeN/A
Net Assets120.87B
VY® Invesco Comstock I
Price$20.28
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets232.58M
DODGX vs IVKIX Comparison Chart in %
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DODGX vs. IVKIX commentary
Sep 19, 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: 121B vs. IVKIX (233M). IVKIX pays higher dividends than DODGX: IVKIX (1.86) vs DODGX (1.34). 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 : 3.85 vs. IVKIX (-0.87). DODGX return over 5 years is better than : 70.42 vs. IVKIX (60.73).
DODGXIVKIXDODGX / IVKIX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.8064%
Fund Existence61 years23 years-
Gain YTD8.800-2.205-399%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B233M51,931%
Annual Yield % from dividends1.341.8672%
Returns for 1 year3.85-0.87-440%
Returns for 3 years34.266.37537%
Returns for 5 years70.4260.73116%
Returns for 10 years79.3764.26124%
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