DODGX
Price
$268.12
Change
+$2.43 (+0.91%)
Updated
Aug 8 closing price
Net Assets
116.17B
NBHRX
Price
$14.58
Change
-$0.00 (-0.00%)
Updated
Aug 8 closing price
Net Assets
947.57M
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DODGX vs NBHRX

Header iconDODGX vs NBHRX Comparison
Open Charts DODGX vs NBHRXBanner chart's image
Dodge & Cox Stock I
Price$268.12
Change+$2.43 (+0.91%)
VolumeN/A
Net Assets116.17B
Neuberger Berman Equity Income R3
Price$14.58
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets947.57M
DODGX vs NBHRX Comparison Chart in %
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DODGX vs. NBHRX commentary
Aug 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 NBHRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. NBHRX (948M). NBHRX pays higher dividends than DODGX: NBHRX (1.50) vs DODGX (1.39). DODGX was incepted earlier than NBHRX: DODGX (61 years) vs NBHRX (15 years). NBHRX (1.37) is less costly to investors than DODGX (0.51). NBHRX is a more actively managed with annual turnover of: 28.00 vs. DODGX (15.00). NBHRX has a lower initial minimum investment than DODGX: NBHRX (0) vs DODGX (2500). NBHRX annual gain was more profitable for investors over the last year : 10.31 vs. DODGX (4.87). DODGX return over 5 years is better than : 65.95 vs. NBHRX (27.24).
DODGXNBHRXDODGX / NBHRX
Total Expense Ratio0.511.3737%
Annual Report Gross Expense Ratio0.511.3737%
Fund Existence61 years15 years-
Gain YTD5.12610.52149%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B948M12,236%
Annual Yield % from dividends1.391.5093%
Returns for 1 year4.8710.3147%
Returns for 3 years23.6110.62222%
Returns for 5 years65.9527.24242%
Returns for 10 years59.3732.75181%
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