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.
| 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 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
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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 holdings
Top 10 Holdings (26.72% of Total Assets)
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
- VFIAX vs VOO
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