DODGX
Price
$266.06
Change
-$0.19 (-0.07%)
Updated
Aug 5 closing price
Net Assets
117.42B
JHERX
Price
$19.38
Change
+$0.03 (+0.16%)
Updated
Aug 5 closing price
Net Assets
584.24M
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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$266.06
Change-$0.19 (-0.07%)
VolumeN/A
Net Assets117.42B
JHancock Equity Income C
Price$19.38
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets584.24M
DODGX vs JHERX Comparison Chart in %
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DODGX vs. JHERX commentary
Aug 06, 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 JHERX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. JHERX (584M). DODGX pays higher dividends than JHERX: DODGX (1.39) vs JHERX (0.96). DODGX was incepted earlier than JHERX: DODGX (61 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 : 6.33 vs. JHERX (-0.72). DODGX return over 5 years is better than : 66.94 vs. JHERX (23.92).
DODGXJHERXDODGX / JHERX
Total Expense Ratio0.511.8328%
Annual Report Gross Expense Ratio0.511.8428%
Fund Existence61 years10 years-
Gain YTD4.3193.761115%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets117B584M20,034%
Annual Yield % from dividends1.390.96145%
Returns for 1 year6.33-0.72-881%
Returns for 3 years22.66-2.70-839%
Returns for 5 years66.9423.92280%
Returns for 10 years58.315.92985%
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