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DODIX vs RFATX
DODIX vs RFATX Comparison
Open Charts DODIX vs RFATX
Dodge & Cox Income I
Price$12.45
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets94.42B
Russell Inv Investment Grade Bond S
Price$17.99
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets940.84M
DODIX vs RFATX Comparison Chart
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DODIX vs. RFATX commentary
May 24, 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: 94.4B vs. RFATX (941M). RFATX pays higher dividends than DODIX: RFATX (4.71) vs DODIX (4.19). 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 (14.00). 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 : 4.94 vs. RFATX (4.55). DODIX return over 5 years is better than : 1.26 vs. RFATX (-8.55).
| 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 | 1.640 | 1.686 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4B | 941M | 10,032% |
| Annual Yield % from dividends | 4.19 | 4.71 | 89% |
| Returns for 1 year | 4.94 | 4.55 | 109% |
| Returns for 3 years | 8.67 | 2.49 | 348% |
| Returns for 5 years | 1.26 | -8.55 | -15% |
| Returns for 10 years | 22.03 | 3.66 | 602% |
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