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DODGX — Dodge & Cox Stock Fund Class I
Over the last 15 years (2011-08 – 2026-09), $10,000 invested in DODGX with dividends reinvested grew to $60,378,196 — 77.54% a year — with a worst peak-to-trough fall of -11.84%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-08 – 2026-09 · dividends reinvested
About DODGX
Dodge & Cox Stock Fund Class I is an actively managed mutual fund that primarily focuses on long-term growth of principal and income, with a secondary emphasis on providing reasonable current income. As a large value fund, it invests mainly in a diversified portfolio of medium-to-large, well-established U.S. companies that are considered undervalued by the market but have favorable long-term growth prospects. The fund’s disciplined, research-driven approach emphasizes fundamental analysis—taking into account factors such as financial strength, industry position, management quality, and material environmental, social, and governance (ESG) issues relative to valuation. While the portfolio is U.S.-centric, it may allocate up to 20% of assets to international equities. The fund is managed by a seasoned investment committee with a collaborative, team-based process, aiming to identify and capitalize on opportunities within the large-cap value segment. Major sector exposures include healthcare, financials, and industrials, with distributions of dividends and capital gains throughout the year. Dodge & Cox Stock Fund Class I is notable for its low expense ratio and its role in offering investors broad exposure to value-oriented equities in the U.S. equity market.
Put DODGX to the test
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Backtest DODGX →
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Would DODGX survive 2008? →
What actually happened to it in the crisis — real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare DODGX vs VTI →
Head-to-head against the total US market.
Replay $100/mo into DODGX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only — not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.