DODGX
Price
$256.13
Change
-$0.13 (-0.05%)
Updated
May 9 closing price
Net Assets
109.77B
JHERX
Price
$18.70
Change
+$0.04 (+0.21%)
Updated
May 9 closing price
Net Assets
313.41M
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DODGX vs JHERX

Header iconDODGX vs JHERX Comparison
Open Charts DODGX vs JHERXBanner chart's image
Dodge & Cox Stock I
Price$256.13
Change-$0.13 (-0.05%)
VolumeN/A
Net Assets109.77B
JHancock Equity Income C
Price$18.70
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets313.41M
DODGX vs JHERX Comparison Chart
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DODGX vs. JHERX commentary
May 10, 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 JHERX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. JHERX (313M). DODGX pays higher dividends than JHERX: DODGX (1.45) vs JHERX (0.87). DODGX was incepted earlier than JHERX: DODGX (60 years) vs JHERX (10 years). JHERX (1.84) is less costly to investors than DODGX (0.51). JHERX is a more actively managed with annual turnover of: 22.00 vs. DODGX (15.00). JHERX has a lower initial minimum investment than DODGX: JHERX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 1.38 vs. JHERX (-6.91). DODGX return over 5 years is better than : 75.63 vs. JHERX (30.26).
DODGXJHERXDODGX / JHERX
Total Expense Ratio0.511.8328%
Annual Report Gross Expense Ratio0.511.8428%
Fund Existence60 years10 years-
Gain YTD0.001-0.302-0%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets110B313M35,144%
Annual Yield % from dividends1.450.87167%
Returns for 1 year1.38-6.91-20%
Returns for 3 years18.04-6.74-268%
Returns for 5 years75.6330.26250%
Returns for 10 years50.43-2.84-1,777%
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