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.
| 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 holdings
Top 10 Holdings (35.16% of Total Assets)
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
You may also want to check out the following DODGX comparisons that investors often look for on Finny
- DODGX vs VTV
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- DODGX vs AWSHX
- DODGX vs AMRMX
- DODGX vs GSFTX
- DODGX vs MADVX
- DODGX vs PRFDX
- DODGX vs NBPIX
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- DODGX vs FEQIX
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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 holdings
Top 10 Holdings (32.53% of Total Assets)
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
- MADVX vs DODGX
- MADVX vs AWSHX
- MADVX vs AMRMX
- MADVX vs GSFTX
- MADVX vs PRFDX
- MADVX vs NBPIX
- MADVX vs SFLNX
- MADVX vs DHLRX
- MADVX vs FEQIX
- MADVX vs DSEEX