DODGX
Price
$264.07
Change
+$1.98 (+0.76%)
Updated
Apr 2 closing price
Net Assets
118.76B
JIEMX
Price
$19.38
Change
+$0.11 (+0.57%)
Updated
Apr 2 closing price
Net Assets
740.68M
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DODGX vs JIEMX

Header iconDODGX vs JIEMX Comparison
Open Charts DODGX vs JIEMXBanner chart's image
Dodge & Cox Stock I
Price$264.07
Change+$1.98 (+0.76%)
VolumeN/A
Net Assets118.76B
JHancock Equity Income 1
Price$19.38
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets740.68M
DODGX vs JIEMX Comparison Chart
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DODGX vs. JIEMX commentary
Apr 03, 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 JIEMX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. JIEMX (741M). JIEMX pays higher dividends than DODGX: JIEMX (1.85) vs DODGX (1.40). DODGX was incepted earlier than JIEMX: DODGX (60 years) vs JIEMX (19 years). JIEMX (0.78) is less costly to investors than DODGX (0.51). JIEMX is a more actively managed with annual turnover of: 22.00 vs. DODGX (12.00). JIEMX has a lower initial minimum investment than DODGX: JIEMX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.09 vs. JIEMX (-1.67). DODGX return over 5 years is better than : 114.52 vs. JIEMX (65.34).
DODGXJIEMXDODGX / JIEMX
Total Expense Ratio0.510.7766%
Annual Report Gross Expense Ratio0.510.7865%
Fund Existence60 years19 years-
Gain YTD3.0483.72582%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B741M16,059%
Annual Yield % from dividends1.401.8576%
Returns for 1 year5.09-1.67-305%
Returns for 3 years10.76-6.48-166%
Returns for 5 years114.5265.34175%
Returns for 10 years59.0119.29306%
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