DODGX
Price
$261.70
Change
-$0.82 (-0.31%)
Updated
May 13 closing price
Net Assets
109.77B
MSMIX
Price
$29.90
Change
-$0.15 (-0.50%)
Updated
May 13 closing price
Net Assets
949.19M
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DODGX vs MSMIX

Header iconDODGX vs MSMIX Comparison
Open Charts DODGX vs MSMIXBanner chart's image
Dodge & Cox Stock I
Price$261.70
Change-$0.82 (-0.31%)
VolumeN/A
Net Assets109.77B
NYLI WMC Value Investor Class
Price$29.90
Change-$0.15 (-0.50%)
VolumeN/A
Net Assets949.19M
DODGX vs MSMIX Comparison Chart
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DODGX vs. MSMIX commentary
May 14, 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 MSMIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. MSMIX (949M). DODGX pays higher dividends than MSMIX: DODGX (1.45) vs MSMIX (1.16). DODGX was incepted earlier than MSMIX: DODGX (60 years) vs MSMIX (17 years). MSMIX (1.27) is less costly to investors than DODGX (0.51). MSMIX is a more actively managed with annual turnover of: 38.00 vs. DODGX (15.00). MSMIX has a lower initial minimum investment than DODGX: MSMIX (1000) vs DODGX (2500). MSMIX (3.45) and DODGX (3.41) have marching annual gain over last year. DODGX return over 5 years is better than : 88.94 vs. MSMIX (-8.19).
DODGXMSMIXDODGX / MSMIX
Total Expense Ratio0.511.2740%
Annual Report Gross Expense Ratio0.511.2740%
Fund Existence60 years17 years-
Gain YTD2.1241.839115%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets110B949M11,591%
Annual Yield % from dividends1.451.16125%
Returns for 1 year3.413.4599%
Returns for 3 years19.5810.07194%
Returns for 5 years88.94-8.19-1,085%
Returns for 10 years52.30-31.06-168%
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