DODGX
Price
$270.23
Change
+$1.63 (+0.61%)
Updated
Jun 27 closing price
Net Assets
113.58B
WLCVX
Price
$22.09
Change
+$0.09 (+0.41%)
Updated
Jun 27 closing price
Net Assets
165.07M
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DODGX vs WLCVX

Header iconDODGX vs WLCVX Comparison
Open Charts DODGX vs WLCVXBanner chart's image
Dodge & Cox Stock I
Price$270.23
Change+$1.63 (+0.61%)
VolumeN/A
Net Assets113.58B
Wilshire Large Company Value Instl
Price$22.09
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets165.07M
DODGX vs WLCVX Comparison Chart in %
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DODGX vs. WLCVX commentary
Jun 28, 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 WLCVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. WLCVX (165M). DODGX pays higher dividends than WLCVX: DODGX (1.40) vs WLCVX (1.30). DODGX was incepted earlier than WLCVX: DODGX (61 years) vs WLCVX (29 years). WLCVX (1.03) is less costly to investors than DODGX (0.51). WLCVX is a more actively managed with annual turnover of: 38.00 vs. DODGX (15.00). 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 : 7.01 vs. WLCVX (4.69). DODGX return over 5 years is better than : 82.92 vs. WLCVX (49.63).
DODGXWLCVXDODGX / WLCVX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0350%
Fund Existence61 years29 years-
Gain YTD5.9545.364111%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets114B165M69,091%
Annual Yield % from dividends1.401.30108%
Returns for 1 year7.014.69149%
Returns for 3 years28.7020.56140%
Returns for 5 years82.9249.63167%
Returns for 10 years60.7018.12335%
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