The fund invests primarily in a diversified portfolio of equity securities. It will invest at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, certain preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers that are not in the S&P 500 Index.
Dodge & Cox funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $1,000.
Visit Dodge & Cox's website to open an account and purchase DODGX.
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Dodge & Cox Stock Fund
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Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on DODGX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Dodge & Cox Stock Fund
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Pre-filled with DODGX's historical average return
Important: This projection uses simplified assumptions based on DODGX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VHDYXVanguard High Dividend Yield In
VVIAXVanguard Value Index Fd Admiral
VSIAXVanguard Small-Cap Value Index
VWNAXVanguard Windsor II Fund Admira
DODGX is the ticker symbol for Dodge & Cox Stock Fund, a Large Value mutual fund managed by Dodge & Cox. The fund invests primarily in a diversified portfolio of equity securities. It will invest at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, certain preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund may invest up to 20% of its total assets in securities of non-U.S. issuers that are not in the S&P 500 Index.
DODGX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
DODGX has posted a 1-year return of +18.64%, 3-year return of +22.04%, 5-year return of +13.40%, 10-year return of +483.47%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
DODGX requires a minimum initial investment of $1,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether DODGX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Large Value category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.