Dodge Cox Financial Statements From 2010 to 2024
| DODGX Fund | USD 257.73 4.25 1.68% |
Check Dodge Cox financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dodge main balance sheet or income statement drivers, such as , as well as many exotic indicators such as . Dodge financial statements analysis is a perfect complement when working with Dodge Cox Valuation or Volatility modules.
Dodge |
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.
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 0.0136%. 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 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 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dodge Cox by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dodge Cox's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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
There are typically three primary documents that fall into the category of financial statements. These documents include Dodge Cox income statement, its balance sheet, and the statement of cash flows. Dodge Cox investors use historical funamental indicators, such as Dodge Cox's revenue or net income, to determine how well the company is positioned to perform in the future. Although Dodge Cox investors may use each financial statement separately, they are all related. The changes in Dodge Cox's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dodge Cox's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Dodge Cox Financial Statements. Understanding these patterns can help to make the right decision on long term investment 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 U.S. dollar-denominated securities of non-U.S. issuers traded in the United States 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.Check out the analysis of Dodge Cox Correlation against competitors. Note that the Dodge Stock Fund information on this page should be used as a complementary analysis to other Dodge Cox's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.