DODGX
Price
$17.05
Change
+$0.30 (+1.79%)
Updated
Nov 21 closing price
Net Assets
118.72B
IVKSX
Price
$20.43
Change
+$0.37 (+1.84%)
Updated
Nov 21 closing price
Net Assets
230.39M
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DODGX vs IVKSX

Header iconDODGX vs IVKSX Comparison
Open Charts DODGX vs IVKSXBanner chart's image
Dodge & Cox Stock I
Price$17.05
Change+$0.30 (+1.79%)
VolumeN/A
Net Assets118.72B
VY® Invesco Comstock S
Price$20.43
Change+$0.37 (+1.84%)
VolumeN/A
Net Assets230.39M
DODGX vs IVKSX Comparison Chart in %
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DODGX vs. IVKSX commentary
Nov 24, 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 IVKSX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. IVKSX (230M). IVKSX pays higher dividends than DODGX: IVKSX (1.62) vs DODGX (1.34). DODGX was incepted earlier than IVKSX: DODGX (61 years) vs IVKSX (24 years). IVKSX (1.05) is less costly to investors than DODGX (0.51). IVKSX is a more actively managed with annual turnover of: 23.00 vs. DODGX (15.00). IVKSX has a lower initial minimum investment than DODGX: IVKSX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 22.10 vs. IVKSX (-5.66). DODGX return over 5 years is better than : 258.18 vs. IVKSX (43.97).
DODGXIVKSXDODGX / IVKSX
Total Expense Ratio0.510.9554%
Annual Report Gross Expense Ratio0.511.0549%
Fund Existence61 years24 years-
Gain YTD28.555-1.186-2,409%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B230M51,739%
Annual Yield % from dividends1.341.6282%
Returns for 1 year22.10-5.66-390%
Returns for 3 years135.70-2.20-6,160%
Returns for 5 years258.1843.97587%
Returns for 10 years429.9451.59833%
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