ABLYX vs DODGX

Both ABLYX and DODGX are mutual funds. ABLYX has a higher expense ratio than DODGX (0.69% vs 0.52%). Below is the comparison between ABLYX and DODGX.

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ABLYX DODGX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family American Beacon Dodge & Cox
Net Assets $240.12M $85.09B
Expense Ratio 0.69% 0.52%
Management Style active active
30-Day Yield 1.34% 1.35%
Minimum Investment $100,000 $2,500
YTD Return -8.66% N/A
1-Year Return -6.93% N/A
3-Year Return 8.65% N/A
5-Year Return 9.88% N/A
10-Year Return 10.34% N/A

ABLYX

ABLYX description

The Fund seeks long-term capital appreciation and current income by typically investing in equity securities of U.S. companies with market capitalizations of $5 billion or more at the time of investment.

ABLYX performance & returns

YTD Return -8.66%
1-Month Return 9.81%
3-Month Return -0.82%
1-Year Return -6.93%
3-Year Return 8.65%
5-Year Return 9.88%
10-Year Return 10.34%
ABLYX expense ratio is 0.69%.

ABLYX holdings

Top 10 Holdings (23.87% of Total Assets)

Name Symbol % Assets
Future on S&P 500 Jun21 N/A 3.09%
State Street Instl US Govt MMkt Slct GVSXX 3.03%
Citigroup Inc C 2.84%
Wells Fargo & Co WFC 2.52%
American International Group Inc AIG 2.36%
JPMorgan Chase & Co JPM 2.30%
Comcast Corp Class A CMCSA 2.26%
Anthem Inc ANTM 1.99%
Goldman Sachs Group Inc GS 1.95%
Hess Corp HES 1.53%

ABLYX pros

The following are ABLYX strengths from our perspective:

  • ABLYX 10-year return is 10.34%, which is in line with the 10-year return of the benchmark index (Russell 1000 Value TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ABLYX cons

The following are ABLYX weaknesses from our perspective:

  • ABLYX net assets are $240.12 million. This fund is not a popular choice with retail investors.
  • ABLYX 3-year return is 8.65%, which is lower than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 11.93%.
  • ABLYX 5-year return is 9.88%, which is lower than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 12.07%.
  • ABLYX expense ratio is 0.69%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ABLYX comparisons

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DODGX

DODGX description

The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.

DODGX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (32.34% of Total Assets)

Name Symbol % Assets
Wells Fargo & Co WFC 4.26%
Charles Schwab Corp SCHW 4.20%
Alphabet Inc Class C GOOG 3.77%
Sanofi SA ADR SNY.PA 3.36%
Capital One Financial Corp COF 3.20%
FedEx Corp FDX 2.79%
Johnson Controls International PLC JCI 2.74%
GlaxoSmithKline PLC ADR GSK.L 2.70%
HP Inc HPQ 2.70%
Cigna Corp CI 2.62%

DODGX pros

The following are DODGX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

DODGX cons

The following are DODGX weaknesses from our perspective:

  • DODGX expense ratio is 0.52%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DODGX comparisons

You may also want to check out the following DODGX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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