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DODGX vs IVKIX
DODGX vs IVKIX Comparison
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DODGX vs IVKIX Comparison Chart in %
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DODGX vs. IVKIX commentary
Aug 03, 2026
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.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. IVKIX (235M). IVKIX pays higher dividends than DODGX: IVKIX (1.26) vs DODGX (1.05). DODGX was incepted earlier than IVKIX: DODGX (62 years) vs IVKIX (24 years). IVKIX (0.90) is less costly to investors than DODGX (0.51). IVKIX is a more actively managed with annual turnover of: 22.00 vs. DODGX (20.00). 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 : 14.17 vs. IVKIX (8.76). DODGX return over 5 years is better than : 164.52 vs. IVKIX (30.58).
| DODGX | IVKIX | DODGX / IVKIX | |
| Total Expense Ratio | 0.51 | 0.72 | 71% |
| Annual Report Gross Expense Ratio | 0.51 | 0.90 | 57% |
| Fund Existence | 62 years | 24 years | - |
| Gain YTD | 8.825 | 13.074 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 235M | 50,213% |
| Annual Yield % from dividends | 1.05 | 1.26 | 83% |
| Returns for 1 year | 14.17 | 8.76 | 162% |
| Returns for 3 years | 109.71 | 10.18 | 1,078% |
| Returns for 5 years | 164.52 | 30.58 | 538% |
| Returns for 10 years | 493.60 | 86.88 | 568% |
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