DODGX vs MADVX

Both DODGX and MADVX are mutual funds. DODGX has a higher 5-year return than MADVX (15.86% vs 13.11%). DODGX has a lower expense ratio than MADVX (0.52% vs 0.68%). Below is the comparison between DODGX and MADVX.

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DODGX MADVX
Security Type Mutual fund Mutual fund
Category Large Value Large Value
Family Dodge & Cox BlackRock
Net Assets $85.09B $10.95B
Expense Ratio 0.52% 0.68%
Management Style active active
30-Day Yield 1.35% 1.74%
Minimum Investment $2,500 $2,000,000
YTD Return 15.86% 11.49%
1-Year Return 75.26% 53.12%
3-Year Return 13.59% 12.10%
5-Year Return 15.86% 13.11%
10-Year Return 12.96% 10.94%

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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MADVX

MADVX description

The Fund seeks long-term total return and current income. The Fund seeks to achieve its objective by investing primarily in a diversified portfolio of equity securities. Under normal circumstances, the Fund will invest at least 80% of assets in equity securities and at least 80% of assets in dividend paying securities.

MADVX performance & returns

YTD Return 11.49%
1-Month Return 6.55%
3-Month Return 11.49%
1-Year Return 53.12%
3-Year Return 12.10%
5-Year Return 13.11%
10-Year Return 10.94%
MADVX expense ratio is 0.68%.

MADVX holdings

Top 10 Holdings (32.53% of Total Assets)

Name Symbol % Assets
TSTXX TSTXX 5.83%
C C 3.65%
JPM JPM 3.58%
WFC WFC 3.21%
BAC BAC 2.85%
ORCL ORCL 2.73%
DWDP DWDP 2.69%
AIG AIG 2.67%
CSCO CSCO 2.67%
VZ VZ 2.64%

MADVX pros

The following are MADVX strengths from our perspective:

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

MADVX cons

The following are MADVX weaknesses from our perspective:

  • MADVX expense ratio is 0.68%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant MADVX comparisons

You may also want to check out the following MADVX 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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