Dodge Cox Financial Statements From 2010 to 2024

DODGX Fund  USD 285.21  1.94  0.68%   
Dodge Cox financial statements provide useful quarterly and yearly information to potential Dodge Stock Fund investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Dodge Cox financial statements helps investors assess Dodge Cox's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Dodge Cox's valuation are summarized below:
Dodge Stock Fund does not presently have any fundamental signals for analysis.
Check Dodge Cox financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dodge Cox's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dodge financial statements analysis is a perfect complement when working with Dodge Cox Valuation or Volatility modules.
  
This module can also supplement various Dodge Cox Technical models . Check out the analysis of Dodge Cox Correlation against competitors.

Dodge Stock Fund Mutual Fund Annual Yield Analysis

Dodge Cox's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Yield

 = 

Income from Security

Current Share Price

More About Annual Yield | All Equity Analysis

Current Dodge Cox Annual Yield

    
  0.01 %  
Most of Dodge Cox's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dodge Stock Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
Competition

In accordance with the recently published financial statements, Dodge Stock Fund has an Annual Yield of 0.014%. This is much higher than that of the Dodge & Cox family and significantly higher than that of the Large Value category. The annual yield for all United States funds is notably lower than that of the firm.

Dodge Stock Fund Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Dodge Cox's current stock value. Our valuation model uses many indicators to compare Dodge Cox value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Cox competition to find correlations between indicators driving Dodge Cox's intrinsic value. More Info.
Dodge Stock Fund is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about  0.09  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dodge Stock Fund is roughly  10.90 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dodge Cox's earnings, one of the primary drivers of an investment's value.

About Dodge Cox Financial Statements

Dodge Cox investors use historical fundamental indicators, such as Dodge Cox's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Dodge Cox. Please read more on our technical analysis and fundamental analysis pages.
The fund invests primarily in a diversified portfolio of equity securities. It will invest at least 80 percent 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 percent of its total assets in securities of non-U.S. issuers that are not in the SP 500 Index.

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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Other Information on Investing in Dodge Mutual Fund

Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
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