DODGX vs VFIAX

Both DODGX and VFIAX are mutual funds. DODGX has a lower 5-year return than VFIAX (15.86% vs 16.26%). Below is the comparison between DODGX and VFIAX.

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DODGX VFIAX
Security Type Mutual fund Mutual fund
Category Large Value Large Blend
Family Dodge & Cox Vanguard
Net Assets $85.09B N/A
Expense Ratio 0.52% N/A
Management Style active passive (index-based)
30-Day Yield 1.35% N/A
Minimum Investment $2,500 $10,000
YTD Return 15.86% 6.18%
1-Year Return 75.26% 56.33%
3-Year Return 13.59% 16.75%
5-Year Return 15.86% 16.26%
10-Year Return 12.96% 13.88%

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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VFIAX

VFIAX description

VFIAX performance & returns

YTD Return 6.18%
1-Month Return 4.38%
3-Month Return 6.18%
1-Year Return 56.33%
3-Year Return 16.75%
5-Year Return 16.26%
10-Year Return 13.88%
VFIAX expense ratio is N/A.

VFIAX holdings

Top 10 Holdings (26.72% of Total Assets)

Name Symbol % Assets
AAPL AAPL 5.74%
MSFT MSFT 5.29%
AMZN AMZN 3.94%
FB FB 2.11%
GOOGL GOOGL 1.85%
GOOG GOOG 1.78%
BRK.B BRK.B 1.58%
TSLA TSLA 1.53%
GOOG GOOG 1.46%
BRK.B BRK.B 1.44%

VFIAX pros

The following are VFIAX strengths from our perspective:

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

VFIAX cons

The following are VFIAX weaknesses from our perspective:

  • VFIAX net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VFIAX comparisons

You may also want to check out the following VFIAX 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.