Finny logo
Dibs:
Dibs:
0

VFIAX vs DODGX

Both DODGX and VFIAX are mutual funds. DODGX has a lower 5-year return than VFIAX (15.78% vs 17.85%). DODGX has a higher expense ratio than VFIAX (0.52% vs 0.04%). Below is the comparison between DODGX and VFIAX.

DODGX VFIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Blend
Family Dodge & Cox Vanguard
Net Assets $94.66B $431.66B
Expense Ratio 0.52% 0.04%
Management Style active passive (index-based)
Dividend Yield 1.35% 1.26%
Minimum Investment $2,500.00 $10,000.00
YTD Return 25.26% 19.23%
1-Year Return 0.44% 5.35%
3-Year Return 13.32% 17.42%
5-Year Return 15.78% 17.85%
10-Year Return 15.34% 16.09%

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 25.26%
1-Month Return -1.99%
3-Month Return 0.44%
1-Year Return 0.44%
3-Year Return 13.32%
5-Year Return 15.78%
10-Year Return 15.34%
DODGX expense ratio is 0.52%.

DODGX holdings

Top 10 Holdings (33.71% of Total Assets)

Name Symbol % Assets
FedEx Corp FDX 4.15%
Alphabet Inc Class C GOOG 3.62%
Capital One Financial Corp COF 3.59%
Comcast Corp Class A CMCSA 3.56%
Charles Schwab Corp SCHW 3.49%
HP Inc HPQ 3.16%
Bank of America Corp BAC 3.13%
Wells Fargo & Co WFC 3.07%
Microsoft Corp MSFT 3.00%
Charter Communications Inc A CHTR 2.94%

Other relevant DODGX comparisons

You may also want to check out the following DODGX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

VFIAX description

null

VFIAX performance & returns

YTD Return 19.23%
1-Month Return -0.20%
3-Month Return 5.35%
1-Year Return 5.35%
3-Year Return 17.42%
5-Year Return 17.85%
10-Year Return 16.09%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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 Compare Wizard 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.
Follow Us