DODGX vs VFINX

Both DODGX and VFINX are mutual funds. DODGX has a lower 5-year return than VFINX (7.15% vs 9.97%). 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 Dodge & Cox Vanguard
Net Assets $71.65B $4.73B
Expense Ratio 0.52% 0.14%
Management Style active passive (index-based)
Dividend Yield 1.78% 1.84%
Minimum Investment $2,500 $3,000
YTD Return 9.75% 18.25%
1-Year Return -5.26% 2.81%
3-Year Return 10.45% 12.47%
5-Year Return 7.15% 9.97%
10-Year Return 12.10% 13.20%

DODGX description

The Fund seeks long-term growth of principal and income. A secondary objective is to achieve a reasonable current income.

DODGX returns

YTD Return 9.75%
1-Month Return -5.80%
3-Month Return 1.06%
1-Year Return -5.26%
3-Year Return 10.45%
5-Year Return 7.15%
10-Year Return 12.10%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (32.05% of Total Assets)

Name Symbol % Assets
Charter Communications Inc A CHTR 3.9%
Microsoft Corp MSFT 3.64%
Wells Fargo & Co WFC 3.48%
Comcast Corp Class A CMCSA 3.39%
Capital One Financial Corp COF 3.26%
FedEx Corp FDX 3.17%
Charles Schwab Corp SCHW 2.98%
Bank of America Corporation BAC 2.86%
Alphabet Inc Class C GOOG 2.79%
JPMorgan Chase & Co JPM 2.58%

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 returns

YTD Return 18.25%
1-Month Return -2.66%
3-Month Return 5.44%
1-Year Return 2.81%
3-Year Return 12.47%
5-Year Return 9.97%
10-Year Return 13.20%
VFINX expense ratio is 0.14%.

VFINX holdings

Top 10 Holdings (21.39% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.18%
Apple Inc AAPL 3.52%
Amazon.com Inc AMZN 3.19%
Facebook Inc A FB 1.89%
Berkshire Hathaway Inc B BRK.B 1.63%
Johnson & Johnson JNJ 1.51%
JPMorgan Chase & Co JPM 1.48%
Alphabet Inc Class C GOOG 1.35%
Exxon Mobil Corp XOM 1.32%
Alphabet Inc A GOOGL 1.32%
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