DODGX
Price
$256.13
Change
-$0.13 (-0.05%)
Updated
May 9 closing price
Net Assets
109.77B
LFEIX
Price
$21.70
Change
-$0.00 (-0.00%)
Updated
May 9 closing price
Net Assets
697.22M
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DODGX vs LFEIX

Header iconDODGX vs LFEIX Comparison
Open Charts DODGX vs LFEIXBanner chart's image
Dodge & Cox Stock I
Price$256.13
Change-$0.13 (-0.05%)
VolumeN/A
Net Assets109.77B
Federated Hermes Equity Income F
Price$21.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets697.22M
DODGX vs LFEIX Comparison Chart
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DODGX vs. LFEIX 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 LFEIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. LFEIX (697M). DODGX pays higher dividends than LFEIX: DODGX (1.45) vs LFEIX (0.66). DODGX was incepted earlier than LFEIX: DODGX (60 years) vs LFEIX (32 years). LFEIX (1.39) is less costly to investors than DODGX (0.51). LFEIX is a more actively managed with annual turnover of: 74.00 vs. DODGX (15.00). LFEIX has a lower initial minimum investment than DODGX: LFEIX (1500) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 1.38 vs. LFEIX (-8.81). DODGX return over 5 years is better than : 75.63 vs. LFEIX (23.56).
DODGXLFEIXDODGX / LFEIX
Total Expense Ratio0.511.3937%
Annual Report Gross Expense Ratio0.511.3937%
Fund Existence60 years32 years-
Gain YTD0.001-0.892-0%
Front LoadN/A1%-
Min. Initial Investment25001500167%
Min. Initial Investment IRAN/AN/A-
Net Assets110B697M15,782%
Annual Yield % from dividends1.450.66219%
Returns for 1 year1.38-8.81-16%
Returns for 3 years18.04-0.80-2,241%
Returns for 5 years75.6323.56321%
Returns for 10 years50.43-1.33-3,786%
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