DODGX
Price
$278.23
Change
+$0.74 (+0.27%)
Updated
Sep 17 closing price
Net Assets
120.87B
NBHRX
Price
$15.05
Change
+$0.03 (+0.20%)
Updated
Sep 17 closing price
Net Assets
972.36M
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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$278.23
Change+$0.74 (+0.27%)
VolumeN/A
Net Assets120.87B
Neuberger Berman Equity Income R3
Price$15.05
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets972.36M
DODGX vs NBHRX Comparison Chart in %
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DODGX vs. NBHRX commentary
Sep 18, 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: 121B vs. NBHRX (972M). NBHRX pays higher dividends than DODGX: NBHRX (1.46) vs DODGX (1.34). 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 : 7.25 vs. DODGX (3.85). DODGX return over 5 years is better than : 70.42 vs. NBHRX (31.73).
DODGXNBHRXDODGX / NBHRX
Total Expense Ratio0.511.3737%
Annual Report Gross Expense Ratio0.511.3737%
Fund Existence61 years15 years-
Gain YTD8.80013.85664%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B972M12,449%
Annual Yield % from dividends1.341.4692%
Returns for 1 year3.857.2553%
Returns for 3 years34.2617.29198%
Returns for 5 years70.4231.73222%
Returns for 10 years79.3746.35171%
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