DODGX
Price
$264.07
Change
+$1.98 (+0.76%)
Updated
Apr 2 closing price
Net Assets
118.76B
MSMIX
Price
$30.28
Change
+$0.24 (+0.80%)
Updated
Apr 2 closing price
Net Assets
959.6M
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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$264.07
Change+$1.98 (+0.76%)
VolumeN/A
Net Assets118.76B
NYLI WMC Value Investor Class
Price$30.28
Change+$0.24 (+0.80%)
VolumeN/A
Net Assets959.6M
DODGX vs MSMIX Comparison Chart
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DODGX vs. MSMIX 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 MSMIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. MSMIX (960M). DODGX pays higher dividends than MSMIX: DODGX (1.40) vs MSMIX (1.12). 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 (12.00). MSMIX has a lower initial minimum investment than DODGX: MSMIX (1000) vs DODGX (2500). MSMIX (5.23) and DODGX (5.09) have marching annual gain over last year. DODGX return over 5 years is better than : 114.52 vs. MSMIX (7.85).
DODGXMSMIXDODGX / MSMIX
Total Expense Ratio0.511.2740%
Annual Report Gross Expense Ratio0.511.2740%
Fund Existence60 years17 years-
Gain YTD3.0483.13497%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets119B960M12,396%
Annual Yield % from dividends1.401.12125%
Returns for 1 year5.095.2397%
Returns for 3 years10.765.29203%
Returns for 5 years114.527.851,459%
Returns for 10 years59.01-28.53-207%
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