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CDOZX vs VVIAX

Both CDOZX and VVIAX are mutual funds. CDOZX has a lower 5-year return than VVIAX (9.95% vs 12.62%). CDOZX has a higher expense ratio than VVIAX (0.75% vs 0.05%). Below is the comparison between CDOZX and VVIAX.

CDOZX VVIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Columbia Threadneedle Vanguard
Net Assets $570.60M $29.38B
Expense Ratio 0.75% 0.05%
Management Style active passive (index-based)
Dividend Yield 2.90% 2.14%
Minimum Investment N/A $10,000.00
YTD Return 16.77% 17.97%
1-Year Return 2.37% 2.67%
3-Year Return 10.59% 11.66%
5-Year Return 9.95% 12.62%
10-Year Return 10.91% 12.78%

CDOZX 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.

CDOZX performance & returns

YTD Return 16.77%
1-Month Return 0.25%
3-Month Return 2.37%
1-Year Return 2.37%
3-Year Return 10.59%
5-Year Return 9.95%
10-Year Return 10.91%
CDOZX expense ratio is 0.75%.

CDOZX 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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VVIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VVIAX performance & returns

YTD Return 17.97%
1-Month Return 0.99%
3-Month Return 2.67%
1-Year Return 2.67%
3-Year Return 11.66%
5-Year Return 12.62%
10-Year Return 12.78%
VVIAX expense ratio is 0.05%.

VVIAX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

Other relevant VVIAX comparisons

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