DODGX
Price
$266.70
Change
+$1.93 (+0.73%)
Updated
Jan 17 closing price
Net Assets
111.65B
JCVCX
Price
$23.78
Change
+$0.15 (+0.63%)
Updated
Jan 17 closing price
Net Assets
773.46M
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DODGX vs JCVCX

Header iconDODGX vs JCVCX Comparison
Open Charts DODGX vs JCVCXBanner chart's image
Dodge & Cox Stock I
Price$266.70
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets111.65B
JHancock Classic Value C
Price$23.78
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets773.46M
DODGX vs JCVCX Comparison Chart
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DODGX vs. JCVCX commentary
Jan 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 StrongBuy and JCVCX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. JCVCX (773M). DODGX pays higher dividends than JCVCX: DODGX (1.36) vs JCVCX (0.60). DODGX was incepted earlier than JCVCX: DODGX (60 years) vs JCVCX (22 years). JCVCX is a more actively managed with annual turnover of: 24.00 vs. DODGX (12.00). JCVCX has a lower initial minimum investment than DODGX: JCVCX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 12.18 vs. JCVCX (-26.37). DODGX return over 5 years is better than : 40.17 vs. JCVCX (-25.15).
DODGXJCVCXDODGX / JCVCX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years22 years-
Gain YTD3.7024.39084%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets112B773M14,489%
Annual Yield % from dividends1.360.60226%
Returns for 1 year12.18-26.37-46%
Returns for 3 years8.58-40.69-21%
Returns for 5 years40.17-25.15-160%
Returns for 10 years61.820.857,285%
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