DODGX vs VFINX

Both DODGX and VFINX are mutual funds. DODGX has a lower 5-year return than VFINX (6.5% vs 11.56%). DODGX has a higher expense ratio than VFINX (0.52% vs 0.14%). Below is the comparison between DODGX and VFINX.

DODGX VFINX
Segment U.S. Equity: Large Value U.S. Equity: Large Blend
Issuer N/A Vanguard
Net Assets $74.59B $4.72B
Expense Ratio 0.52% 0.14%
Management Style active passive (index-based)
Dividend Yield 1.88% 1.77%
Minimum Investment $2,500.00 $3,000.00
YTD Return -12.07% 3.04%
1-Year Return -2.56% 14.46%
3-Year Return 3.70% 12.09%
5-Year Return 6.50% 11.56%
10-Year Return 11.17% 13.57%

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 -12.07%
1-Month Return 3.00%
3-Month Return 12.88%
1-Year Return -2.56%
3-Year Return 3.70%
5-Year Return 6.50%
10-Year Return 11.17%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (33.57% of Total Assets)

Name Symbol % Assets
Charles Schwab Corp SCHW 4.04%
Alphabet Inc Class C GOOG 3.8%
FedEx Corp FDX 3.67%
Microsoft Corp MSFT 3.52%
Bank of America Corp BAC 3.42%
HP Inc HPQ 3.1600002000000003%
Comcast Corp Class A CMCSA 3.15%
Wells Fargo & Co WFC 3.08%
Cigna Corp CI 3.05%
Charter Communications Inc A CHTR 2.6800001%

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VFINX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFINX performance & returns

YTD Return 3.04%
1-Month Return 5.35%
3-Month Return 16.92%
1-Year Return 14.46%
3-Year Return 12.09%
5-Year Return 11.56%
10-Year Return 13.57%
VFINX expense ratio is 0.14%.

VFINX holdings

Top 10 Holdings (25.59% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 5.5%
Apple Inc AAPL 5.2199997%
Amazon.com Inc AMZN 4%
Facebook Inc A FB 2.1300001%
Alphabet Inc A GOOGL 1.6900001000000002%
Alphabet Inc Class C GOOG 1.68%
Johnson & Johnson JNJ 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.39%
Visa Inc Class A V 1.2999999%
Procter & Gamble Co PG 1.14%

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