Dodge Stock Financial Statements From 2010 to 2024
| DODGX Fund | USD 252.64 1.13 0.45% |
Check Dodge Stock 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 Stock Valuation or Volatility modules.
Dodge |
Dodge Stock Fund Mutual Fund Annual Yield Analysis
Dodge Stock'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 Stock Annual Yield | 0.01 % |
Most of Dodge Stock'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 Stock's current stock value. Our valuation model uses many indicators to compare Dodge Stock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Stock competition to find correlations between indicators driving Dodge Stock'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 Stock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dodge Stock'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 Stock's earnings, one of the primary drivers of an investment's value.About Dodge Stock Financial Statements
There are typically three primary documents that fall into the category of financial statements. These documents include Dodge Stock income statement, its balance sheet, and the statement of cash flows. Dodge Stock investors use historical funamental indicators, such as Dodge Stock's revenue or net income, to determine how well the company is positioned to perform in the future. Although Dodge Stock investors may use each financial statement separately, they are all related. The changes in Dodge Stock's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Dodge Stock'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 Stock Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Dodge Stock. 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.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Dodge Stock in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Dodge Stock's short interest history, or implied volatility extrapolated from Dodge Stock options trading.
Pair Trading with Dodge Stock
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dodge Stock position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dodge Stock will appreciate offsetting losses from the drop in the long position's value.Moving together with Dodge Mutual Fund
| 0.95 | DODFX | Dodge International Stock | PairCorr |
| 0.88 | DODEX | Dodge Cox Emerging | PairCorr |
The ability to find closely correlated positions to Dodge Stock could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dodge Stock when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dodge Stock - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dodge Stock Fund to buy it.
The correlation of Dodge Stock is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dodge Stock moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dodge Stock Fund moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dodge Stock can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out the analysis of Dodge Stock Correlation against competitors. Note that the Dodge Stock Fund information on this page should be used as a complementary analysis to other Dodge Stock'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 Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.