DODGX
Price
$16.90
Change
-$0.09 (-0.53%)
Updated
Nov 19 closing price
Net Assets
118.72B
SVOAX
Price
$14.79
Change
-$0.08 (-0.54%)
Updated
Nov 19 closing price
Net Assets
528.3M
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DODGX vs SVOAX

Header iconDODGX vs SVOAX Comparison
Open Charts DODGX vs SVOAXBanner chart's image
Dodge & Cox Stock I
Price$16.90
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets118.72B
SEI US Managed Volatility F (SIMT)
Price$14.79
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets528.3M
DODGX vs SVOAX Comparison Chart in %
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DODGX vs. SVOAX commentary
Nov 20, 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 Hold and SVOAX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SVOAX (528M). DODGX pays higher dividends than SVOAX: DODGX (1.34) vs SVOAX (1.22). DODGX was incepted earlier than SVOAX: DODGX (61 years) vs SVOAX (21 years). SVOAX (1.23) is less costly to investors than DODGX (0.51). SVOAX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SVOAX: DODGX (2500) vs SVOAX (100000). DODGX annual gain was more profitable for investors over the last year : 22.13 vs. SVOAX (-8.32). DODGX return over 5 years is better than : 255.03 vs. SVOAX (-3.87).
DODGXSVOAXDODGX / SVOAX
Total Expense Ratio0.510.9057%
Annual Report Gross Expense Ratio0.511.2341%
Fund Existence61 years21 years-
Gain YTD27.4248.018342%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets119B528M22,538%
Annual Yield % from dividends1.341.22110%
Returns for 1 year22.13-8.32-266%
Returns for 3 years136.79-7.66-1,786%
Returns for 5 years255.03-3.87-6,585%
Returns for 10 years424.082.0520,712%
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