DODGX
Price
$252.46
Change
-$11.61 (-4.40%)
Updated
Apr 3 closing price
Net Assets
118.76B
WLCVX
Price
$20.26
Change
-$0.95 (-4.48%)
Updated
Apr 3 closing price
Net Assets
162.37M
Ad is loading...

DODGX vs WLCVX

Header iconDODGX vs WLCVX Comparison
Open Charts DODGX vs WLCVXBanner chart's image
Dodge & Cox Stock I
Price$252.46
Change-$11.61 (-4.40%)
VolumeN/A
Net Assets118.76B
Wilshire Large Company Value Instl
Price$20.26
Change-$0.95 (-4.48%)
VolumeN/A
Net Assets162.37M
DODGX vs WLCVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DODGX vs. WLCVX commentary
Apr 04, 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 WLCVX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. WLCVX (162M). DODGX pays higher dividends than WLCVX: DODGX (1.40) vs WLCVX (1.32). DODGX was incepted earlier than WLCVX: DODGX (60 years) vs WLCVX (29 years). WLCVX (1.05) is less costly to investors than DODGX (0.51). WLCVX is a more actively managed with annual turnover of: 50.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than WLCVX: DODGX (2500) vs WLCVX (250000). DODGX annual gain was more profitable for investors over the last year : 4.81 vs. WLCVX (-0.74). DODGX return over 5 years is better than : 114.52 vs. WLCVX (69.77).
DODGXWLCVXDODGX / WLCVX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0549%
Fund Existence60 years29 years-
Gain YTD3.0481.580193%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets119B162M73,457%
Annual Yield % from dividends1.401.32106%
Returns for 1 year4.81-0.74-646%
Returns for 3 years10.601.07995%
Returns for 5 years114.5269.77164%
Returns for 10 years57.8513.82418%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BLNE1.890.04
+2.16%
Beeline Holdings Inc
CNK24.990.20
+0.81%
Cinemark Holdings
BSAC23.12-0.17
-0.73%
Banco Santander-Chile
LCTX0.42-0.02
-4.55%
Lineage Cell Therapeutics
XRX4.18-0.73
-14.87%
Xerox Holdings Corp