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VVIAX vs DODGX

Both DODGX and VVIAX are mutual funds. DODGX has a higher 5-year return than VVIAX (15.78% vs 12.78%). DODGX has a higher expense ratio than VVIAX (0.52% vs 0.05%). Below is the comparison between DODGX and VVIAX.

DODGX VVIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Value U.S. Equity: Large Value
Family Dodge & Cox Vanguard
Net Assets $94.66B $30.19B
Expense Ratio 0.52% 0.05%
Management Style active passive (index-based)
Dividend Yield 1.35% 2.07%
Minimum Investment $2,500.00 $10,000.00
YTD Return 25.26% 17.32%
1-Year Return 0.44% 1.26%
3-Year Return 13.32% 10.34%
5-Year Return 15.78% 12.78%
10-Year Return 15.34% 13.51%

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%

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VVIAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

VVIAX performance & returns

YTD Return 17.32%
1-Month Return -2.69%
3-Month Return 1.26%
1-Year Return 1.26%
3-Year Return 10.34%
5-Year Return 12.78%
10-Year Return 13.51%
VVIAX expense ratio is 0.05%.

VVIAX holdings

Top 10 Holdings (22.65% of Total Assets)

Name Symbol % Assets
Berkshire Hathaway Inc Class B BRK.B 3.25%
Johnson & Johnson JNJ 3.12%
Procter & Gamble Co PG 2.75%
UnitedHealth Group Inc UNH 2.36%
JPMorgan Chase & Co JPM 2.33%
Verizon Communications Inc VZ 1.96%
The Walt Disney Co DIS 1.78%
Intel Corp INTC 1.75%
Comcast Corp Class A CMCSA 1.68%
Merck & Co Inc MRK 1.67%

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