DODGX vs DSEEX

Both DODGX and DSEEX are mutual funds. DODGX has a lower expense ratio than DSEEX (0.52% vs 0.53%). Below is the comparison between DODGX and DSEEX.

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DODGX DSEEX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Dodge & Cox DoubleLine
Net Assets $85.09B $6.23B
Expense Ratio 0.52% 0.53%
Management Style active active
30-Day Yield 1.35% 2.15%
Minimum Investment $2,500 $100,000
YTD Return 15.86% N/A
1-Year Return 75.26% N/A
3-Year Return 13.59% N/A
5-Year Return 15.86% N/A
10-Year Return 12.96% N/A

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 15.86%
1-Month Return 6.02%
3-Month Return 15.86%
1-Year Return 75.26%
3-Year Return 13.59%
5-Year Return 15.86%
10-Year Return 12.96%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (35.16% of Total Assets)

Name Symbol % Assets
WFC WFC 4.21%
TWC TWC 4.15%
COF COF 3.97%
SCHW SCHW 3.83%
HPE HPE 3.49%
GOOG GOOG 3.24%
CMCSA CMCSA 3.19%
MET MET 3.09%
HPQ HPQ 3.01%
MSFT MSFT 3.00%

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

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DSEEX

DSEEX description

The Fund seeks total return which exceeds the total return of its benchmark index. The Fund uses derivatives, or combination of derivatives and direct investments, that tracks closely the performance of the Index. The Fund will also invest in a portfolio of debt securities to provide additional long-term total return.

DSEEX 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
DSEEX expense ratio is 0.53%.

DSEEX holdings

Top 10 Holdings (25.08% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 2.25% N/A 4.27%
United States Treasury Notes 2.63% N/A 3.49%
United States Treasury Notes 2.5% N/A 3.42%
United States Treasury Notes 0.13% N/A 2.88%
United States Treasury Bills 0% N/A 2.14%
United States Treasury Notes 1.5% N/A 2.13%
DoubleLine Ultra Short Bond I DBULX 2.07%
BXIICS2E INDEX SWAP 060221 SERIES 2 N/A 1.58%
First American Government Obligs U FGUXX 1.55%
JPMorgan US Government MMkt IM MGMXX 1.55%

DSEEX pros

The following are DSEEX strengths from our perspective:

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

DSEEX cons

The following are DSEEX weaknesses from our perspective:

  • DSEEX expense ratio is 0.53%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant DSEEX comparisons

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.