DODGX
Price
$272.92
Change
-$2.30 (-0.84%)
Updated
Mar 3 closing price
Net Assets
118.19B
OAKMX
Price
$156.49
Change
-$2.67 (-1.68%)
Updated
Mar 3 closing price
Net Assets
24.54B
Ad is loading...

DODGX vs OAKMX

Header iconDODGX vs OAKMX Comparison
Open Charts DODGX vs OAKMXBanner chart's image
Dodge & Cox Stock I
Price$272.92
Change-$2.30 (-0.84%)
VolumeN/A
Net Assets118.19B
Oakmark Investor
Price$156.49
Change-$2.67 (-1.68%)
VolumeN/A
Net Assets24.54B
DODGX vs OAKMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DODGX vs. OAKMX commentary
Mar 04, 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 Buy and OAKMX is a Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. OAKMX (24.5B). DODGX pays higher dividends than OAKMX: DODGX (1.36) vs OAKMX (0.92). DODGX was incepted earlier than OAKMX: DODGX (60 years) vs OAKMX (34 years). OAKMX is a more actively managed with annual turnover of: 52.00 vs. DODGX (12.00). OAKMX has a lower initial minimum investment than DODGX: OAKMX (0) vs DODGX (2500). OAKMX annual gain was more profitable for investors over the last year : 14.33 vs. DODGX (11.36). OAKMX return over 5 years is better than : 119.78 vs. DODGX (62.33).
DODGXOAKMXDODGX / OAKMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years34 years-
Gain YTD7.0152.852246%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets118B24.5B482%
Annual Yield % from dividends1.360.92148%
Returns for 1 year11.3614.3379%
Returns for 3 years18.0941.2244%
Returns for 5 years62.33119.7852%
Returns for 10 years62.21142.7044%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GYLD12.790.02
+0.16%
Arrow Dow Jones Global Yield ETF
PSF20.34N/A
N/A
COHEN & STEERS SELECT PREFERRED AND Income FUND
MEAR50.19-0.04
-0.09%
iShares Short Maturity Muni Bd Act ETF
LGRO33.87-0.74
-2.14%
Level Four Large Cap Growth Active ETF
ONEQ72.21-2.05
-2.76%
Fidelity Nasdaq Composite ETF