DODGX
Price
$266.70
Change
+$1.93 (+0.73%)
Updated
Jan 17 closing price
Net Assets
111.65B
OAKLX
Price
$82.02
Change
+$0.52 (+0.64%)
Updated
Jan 17 closing price
Net Assets
7.08B
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DODGX vs OAKLX

Header iconDODGX vs OAKLX Comparison
Open Charts DODGX vs OAKLXBanner chart's image
Dodge & Cox Stock I
Price$266.70
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets111.65B
Oakmark Select Investor
Price$82.02
Change+$0.52 (+0.64%)
VolumeN/A
Net Assets7.08B
DODGX vs OAKLX Comparison Chart
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DODGX vs. OAKLX commentary
Jan 19, 2025

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 Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. OAKLX (7.08B). 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). OAKLX annual gain was more profitable for investors over the last year : 22.85 vs. DODGX (12.18). OAKLX return over 5 years is better than : 84.67 vs. DODGX (40.17).
DODGXOAKLXDODGX / OAKLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years28 years-
Gain YTD3.7022.346158%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets112B7.08B1,582%
Annual Yield % from dividends1.360.48285%
Returns for 1 year12.1822.8553%
Returns for 3 years8.5828.4130%
Returns for 5 years40.1784.6747%
Returns for 10 years61.82113.7154%
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