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ACUIX vs DODGX

Both ACUIX and DODGX are mutual funds. ACUIX has a lower 5-year return than DODGX (8.53% vs 15.97%). ACUIX has a higher expense ratio than DODGX (1.75% vs 0.52%). Below is the comparison between ACUIX and DODGX.

ACUIX DODGX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Columbia Threadneedle Dodge & Cox
Net Assets $101.30M $89.19B
Expense Ratio 1.75% 0.52%
Management Style active active
Dividend Yield 2.10% 1.39%
Minimum Investment $2,000.00 $2,500.00
YTD Return 15.13% 22.93%
1-Year Return 1.69% 2.30%
3-Year Return 9.72% 13.73%
5-Year Return 8.53% 15.97%
10-Year Return 9.49% 13.88%

ACUIX description

The Fund seeks a high level of current income and growth of income and capital. Under normal market conditions, the Fund will invest at least 80% of its net assets in dividend-paying common and preferred stocks. The Fund may invest up to 25% of its net assets in foreign investments.

ACUIX performance & returns

YTD Return 15.13%
1-Month Return -1.18%
3-Month Return 1.69%
1-Year Return 1.69%
3-Year Return 9.72%
5-Year Return 8.53%
10-Year Return 9.49%
ACUIX expense ratio is 1.75%.

ACUIX holdings

Top 10 Holdings (31.40% of Total Assets)

Name Symbol % Assets
Johnson & Johnson JNJ 5.03%
Verizon Communications Inc VZ 3.96%
JPMorgan Chase & Co JPM 3.84%
PepsiCo Inc PEP 2.97%
Chevron Corp CVX 2.92%
AbbVie Inc ABBV 2.86%
Broadcom Inc AVGO 2.78%
Cisco Systems Inc CSCO 2.72%
United Parcel Service Inc Class B UPS 2.18%
Bristol-Myers Squibb Company BMY 2.14%

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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 22.93%
1-Month Return -3.34%
3-Month Return 2.30%
1-Year Return 2.30%
3-Year Return 13.73%
5-Year Return 15.97%
10-Year Return 13.88%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
FedEx Corp FDX 4.15%
Alphabet Inc Class C GOOG 3.62%
Capital One Financial Corp COF 3.59%
Comcast Corp Class A CMCSA 3.56%
Charles Schwab Corp SCHW 3.49%
HP Inc HPQ 3.16%
Bank of America Corp BAC 3.13%
Wells Fargo & Co WFC 3.07%
Microsoft Corp MSFT 3.00%
Charter Communications Inc A CHTR 2.94%

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