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DODIX vs RFATX
DODIX vs RFATX Comparison
Open Charts DODIX vs RFATX
Dodge & Cox Income I
Price$12.57
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets94.74B
Russell Inv Investment Grade Bond S
Price$18.21
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets962.9M
DODIX vs RFATX Comparison Chart
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DODIX vs. RFATX commentary
Apr 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 DODIX is a Hold and RFATX is a Hold.
FUNDAMENTALS
Fundamentals
DODIX has more cash in the bank: 94.7B vs. RFATX (963M). RFATX pays higher dividends than DODIX: RFATX (4.69) vs DODIX (4.21). DODIX was incepted earlier than RFATX: DODIX (36 years) vs RFATX (18 years). RFATX (0.56) is less costly to investors than DODIX (0.41). RFATX is a more actively managed with annual turnover of: 77.00 vs. DODIX (55.00). RFATX has a lower initial minimum investment than DODIX: RFATX (0) vs DODIX (2500). DODIX annual gain was more profitable for investors over the last year : 8.14 vs. RFATX (7.49). DODIX return over 5 years is better than : 3.46 vs. RFATX (-6.84).
| DODIX | RFATX | DODIX / RFATX | |
| Total Expense Ratio | 0.41 | 0.51 | 80% |
| Annual Report Gross Expense Ratio | 0.41 | 0.56 | 73% |
| Fund Existence | 36 years | 18 years | - |
| Gain YTD | 2.619 | 2.593 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.7B | 963M | 9,834% |
| Annual Yield % from dividends | 4.21 | 4.69 | 90% |
| Returns for 1 year | 8.14 | 7.49 | 109% |
| Returns for 3 years | 8.96 | 2.54 | 353% |
| Returns for 5 years | 3.46 | -6.84 | -51% |
| Returns for 10 years | 22.67 | 3.71 | 611% |
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