Both DODGX and NBPIX are mutual funds. DODGX has a lower 5-year return than NBPIX (15.86% vs 18.67%). DODGX has a lower expense ratio than NBPIX (0.52% vs 0.62%). Below is the comparison between DODGX and NBPIX.
| DODGX | NBPIX | |
|---|---|---|
| Security Type | Mutual fund | Mutual fund |
| Category | Large Value | Large Value |
| Family | Dodge & Cox | Neuberger Berman |
| Net Assets | $85.09B | $7.53B |
| Expense Ratio | 0.52% | 0.62% |
| Management Style | active | active |
| 30-Day Yield | 1.35% | 1.53% |
| Minimum Investment | $2,500 | $1,000,000 |
| YTD Return | 15.86% | 18.49% |
| 1-Year Return | 75.26% | 85.62% |
| 3-Year Return | 13.59% | 20.08% |
| 5-Year Return | 15.86% | 18.67% |
| 10-Year Return | 12.96% | 11.85% |
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 NBPIX
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NBPIX
NBPIX description
The Fund seeks capital growth by investing principally in common stocks of established medium-to-large capitalization companies, using a value-oriented investment approach.
NBPIX performance & returns
| YTD Return | 18.49% |
| 1-Month Return | 5.59% |
| 3-Month Return | 18.49% |
| 1-Year Return | 85.62% |
| 3-Year Return | 20.08% |
| 5-Year Return | 18.67% |
| 10-Year Return | 11.85% |
NBPIX holdings
Top 10 Holdings (35.24% of Total Assets)
NBPIX pros
The following are NBPIX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
NBPIX cons
The following are NBPIX weaknesses from our perspective:
- NBPIX expense ratio is 0.62%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
Other relevant NBPIX comparisons
You may also want to check out the following NBPIX comparisons that investors often look for on Finny
- NBPIX vs DODGX
- NBPIX vs AWSHX
- NBPIX vs AMRMX
- NBPIX vs GSFTX
- NBPIX vs MADVX
- NBPIX vs PRFDX
- NBPIX vs SFLNX
- NBPIX vs DHLRX
- NBPIX vs FEQIX
- NBPIX vs DSEEX