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DODGX vs OAKLX
DODGX vs OAKLX Comparison
Open Charts DODGX vs OAKLX
Oakmark Select Investor
Price$79.29
Change-$2.92 (-3.55%)
VolumeN/A
CapitalizationN/A
DODGX vs OAKLX Comparison Chart
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DODGX vs. OAKLX commentary
Dec 19, 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 Hold and OAKLX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. OAKLX (7.46B). 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 : 13.43 vs. DODGX (6.47). OAKLX return over 5 years is better than : 85.01 vs. DODGX (38.12).
| 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 | 6.160 | 12.943 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 7.46B | 1,609% |
| Annual Yield % from dividends | 1.36 | 0.48 | 285% |
| Returns for 1 year | 6.47 | 13.43 | 48% |
| Returns for 3 years | 7.83 | 28.38 | 28% |
| Returns for 5 years | 38.12 | 85.01 | 45% |
| Returns for 10 years | 49.46 | 97.14 | 51% |
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