DODGX
Price
$265.69
Change
+$0.53 (+0.20%)
Updated
Aug 7 closing price
Net Assets
116.17B
JHEIX
Price
$19.32
Change
+$0.04 (+0.21%)
Updated
Aug 7 closing price
Net Assets
584.21M
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DODGX vs JHEIX

Header iconDODGX vs JHEIX Comparison
Open Charts DODGX vs JHEIXBanner chart's image
Dodge & Cox Stock I
Price$265.69
Change+$0.53 (+0.20%)
VolumeN/A
Net Assets116.17B
JHancock Equity Income A
Price$19.32
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets584.21M
DODGX vs JHEIX Comparison Chart in %
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DODGX vs. JHEIX commentary
Aug 08, 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 Hold and JHEIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. JHEIX (584M). JHEIX pays higher dividends than DODGX: JHEIX (1.62) vs DODGX (1.39). DODGX was incepted earlier than JHEIX: DODGX (61 years) vs JHEIX (10 years). JHEIX (1.14) is less costly to investors than DODGX (0.51). JHEIX is a more actively managed with annual turnover of: 22.00 vs. DODGX (15.00). JHEIX has a lower initial minimum investment than DODGX: JHEIX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.72 vs. JHEIX (-0.38). DODGX return over 5 years is better than : 64.44 vs. JHEIX (25.37).
DODGXJHEIXDODGX / JHEIX
Total Expense Ratio0.511.1345%
Annual Report Gross Expense Ratio0.511.1445%
Fund Existence61 years10 years-
Gain YTD4.1744.29997%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B584M19,863%
Annual Yield % from dividends1.391.6286%
Returns for 1 year5.72-0.38-1,511%
Returns for 3 years22.36-1.14-1,959%
Returns for 5 years64.4425.37254%
Returns for 10 years55.798.40664%
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