DODGX
Price
$243.64
Change
+$0.80 (+0.33%)
Updated
Apr 17 closing price
Net Assets
113.83B
JCVWX
Price
$21.93
Change
-$0.03 (-0.14%)
Updated
Apr 17 closing price
Net Assets
572.05M
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DODGX vs JCVWX

Header iconDODGX vs JCVWX Comparison
Open Charts DODGX vs JCVWXBanner chart's image
Dodge & Cox Stock I
Price$243.64
Change+$0.80 (+0.33%)
VolumeN/A
Net Assets113.83B
JHancock Classic Value R6
Price$21.93
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets572.05M
DODGX vs JCVWX Comparison Chart
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DODGX vs. JCVWX commentary
Apr 18, 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 JCVWX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. JCVWX (572M). JCVWX pays higher dividends than DODGX: JCVWX (2.96) vs DODGX (1.40). DODGX was incepted earlier than JCVWX: DODGX (60 years) vs JCVWX (14 years). JCVWX (0.78) is less costly to investors than DODGX (0.51). JCVWX is a more actively managed with annual turnover of: 29.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than JCVWX: DODGX (2500) vs JCVWX (1000000). DODGX annual gain was more profitable for investors over the last year : 0.24 vs. JCVWX (-34.63). DODGX return over 5 years is better than : 72.90 vs. JCVWX (13.46).
DODGXJCVWXDODGX / JCVWX
Total Expense Ratio0.510.7766%
Annual Report Gross Expense Ratio0.510.7865%
Fund Existence60 years14 years-
Gain YTD-4.924-7.22468%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B572M19,930%
Annual Yield % from dividends1.402.9647%
Returns for 1 year0.24-34.63-1%
Returns for 3 years3.70-43.82-8%
Returns for 5 years72.9013.46542%
Returns for 10 years43.80-7.40-592%
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