DODGX
Price
$249.49
Change
+$1.73 (+0.70%)
Updated
Apr 24 closing price
Net Assets
113.83B
JCVIX
Price
$22.78
Change
+$0.43 (+1.92%)
Updated
Apr 24 closing price
Net Assets
574.09M
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DODGX vs JCVIX

Header iconDODGX vs JCVIX Comparison
Open Charts DODGX vs JCVIXBanner chart's image
Dodge & Cox Stock I
Price$249.49
Change+$1.73 (+0.70%)
VolumeN/A
Net Assets113.83B
JHancock Classic Value I
Price$22.78
Change+$0.43 (+1.92%)
VolumeN/A
Net Assets574.09M
DODGX vs JCVIX Comparison Chart
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DODGX vs. JCVIX commentary
Apr 25, 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 JCVIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JCVIX (574M). JCVIX pays higher dividends than DODGX: JCVIX (2.85) vs DODGX (1.40). DODGX was incepted earlier than JCVIX: DODGX (60 years) vs JCVIX (22 years). JCVIX (0.89) is less costly to investors than DODGX (0.51). JCVIX is a more actively managed with annual turnover of: 29.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than JCVIX: DODGX (2500) vs JCVIX (250000). DODGX annual gain was more profitable for investors over the last year : -0.94 vs. JCVIX (-35.69). DODGX return over 5 years is better than : 76.67 vs. JCVIX (17.15).
DODGXJCVIXDODGX / JCVIX
Total Expense Ratio0.510.8858%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence60 years22 years-
Gain YTD-3.316-5.37762%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets114B574M19,861%
Annual Yield % from dividends1.402.8549%
Returns for 1 year-0.94-35.693%
Returns for 3 years8.55-41.36-21%
Returns for 5 years76.6717.15447%
Returns for 10 years44.98-6.35-708%
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