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CHUCX vs DODWX

Both CHUCX and DODWX are mutual funds. CHUCX has a higher 5-year return than DODWX (14.99% vs 12.4%). CHUCX has a higher expense ratio than DODWX (2.25% vs 0.62%). Below is the comparison between CHUCX and DODWX.

CHUCX DODWX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Alger Dodge & Cox
Net Assets $2.00M $10.69B
Expense Ratio 2.25% 0.62%
Management Style active active
Dividend Yield 0.00% 1.08%
Minimum Investment $1,000.00 $2,500.00
YTD Return 14.69% 18.12%
1-Year Return 6.49% -2.36%
3-Year Return 16.53% 10.95%
5-Year Return 14.99% 12.40%
10-Year Return 9.88% 11.92%

CHUCX description

The Fund seeks capital appreciation by investing primarily in equity securities, or securities convertible into equity securities, that trade on the U.S. and Chinese securities markets and are economically tied to China or the United States.

CHUCX performance & returns

YTD Return 14.69%
1-Month Return 3.11%
3-Month Return 6.49%
1-Year Return 6.49%
3-Year Return 16.53%
5-Year Return 14.99%
10-Year Return 9.88%
CHUCX expense ratio is 2.25%.

CHUCX holdings

Top 10 Holdings (36.97% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 5.62%
Microsoft Corp MSFT 5.13%
Adobe Inc ADBE 4.16%
NVIDIA Corp NVDA 4.02%
Applied Materials Inc AMAT 3.14%
Tencent Holdings Ltd 00700 3.13%
Eurofins Scientific SE ERF.PA 3.13%
Adyen NV ADYEN 2.93%
Lululemon Athletica Inc LULU 2.90%
Sika AG Registered Shares SIKA 2.81%

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DODWX description

The Fund seeks long-term growth of principal and income. The Fund seeks to invest at least 80% of its total assets in common stocks, preferred stocks, securities convertible into common stocks and securities that carry the right to buy common stocks, including American, European and Global Depositary Receipts.

DODWX performance & returns

YTD Return 18.12%
1-Month Return -1.01%
3-Month Return -2.36%
1-Year Return -2.36%
3-Year Return 10.95%
5-Year Return 12.40%
10-Year Return 11.92%
DODWX expense ratio is 0.62%.

DODWX holdings

Top 10 Holdings (24.88% of Total Assets)

Name Symbol % Assets
Comcast Corp Class A CMCSA 3.44%
FedEx Corp FDX 3.01%
Charter Communications Inc A CHTR 2.91%
Alphabet Inc Class C GOOG 2.64%
Sanofi SA SAN.PA 2.62%
Novartis AG NOVN 2.21%
Mitsubishi Electric Corp 6503 2.06%
GlaxoSmithKline PLC GSK.L 2.04%
Wells Fargo & Co WFC 1.98%
Capital One Financial Corp COF 1.97%

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