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DODGX vs OAKLX
DODGX vs OAKLX Comparison
Open Charts DODGX vs OAKLX
Oakmark Select Investor
Price$75.53
Change-$0.29 (-0.38%)
VolumeN/A
CapitalizationN/A
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DODGX vs OAKLX Comparison Chart
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DODGX vs. OAKLX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DODGX is a StrongBuy and OAKLX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. OAKLX (6.68B). DODGX pays higher dividends than OAKLX: DODGX (1.36) vs OAKLX (0.48). DODGX was incepted earlier than OAKLX: DODGX (60 years) vs OAKLX (28 years). OAKLX is a more actively managed with annual turnover of: 70.00 vs. DODGX (12.00). OAKLX has a lower initial minimum investment than DODGX: OAKLX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 17.75 vs. OAKLX (16.64). OAKLX return over 5 years is better than : 88.54 vs. DODGX (49.54).
| DODGX | OAKLX | DODGX / OAKLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 28 years | - |
| Gain YTD | 12.249 | 5.795 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 6.68B | 1,738% |
| Annual Yield % from dividends | 1.36 | 0.48 | 285% |
| Returns for 1 year | 17.75 | 16.64 | 107% |
| Returns for 3 years | 17.32 | 19.50 | 89% |
| Returns for 5 years | 49.54 | 88.54 | 56% |
| Returns for 10 years | 55.15 | 64.53 | 85% |
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