DODGX
Price
$270.23
Change
+$1.63 (+0.61%)
Updated
Jun 27 closing price
Net Assets
113.58B
OAKMX
Price
$160.27
Change
+$1.14 (+0.72%)
Updated
Jun 27 closing price
Net Assets
23.24B
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DODGX vs OAKMX

Header iconDODGX vs OAKMX Comparison
Open Charts DODGX vs OAKMXBanner chart's image
Dodge & Cox Stock I
Price$270.23
Change+$1.63 (+0.61%)
VolumeN/A
Net Assets113.58B
Oakmark Investor
Price$160.27
Change+$1.14 (+0.72%)
VolumeN/A
Net Assets23.24B
DODGX vs OAKMX Comparison Chart in %
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DODGX vs. OAKMX commentary
Jun 30, 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.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. OAKMX (23.2B). DODGX pays higher dividends than OAKMX: DODGX (1.40) vs OAKMX (1.10). DODGX was incepted earlier than OAKMX: DODGX (61 years) vs OAKMX (34 years). OAKMX (0.89) is less costly to investors than DODGX (0.51). OAKMX is a more actively managed with annual turnover of: 42.00 vs. DODGX (15.00). 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 : 16.07 vs. DODGX (7.01). OAKMX return over 5 years is better than : 148.88 vs. DODGX (82.92).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence61 years34 years-
Gain YTD5.9545.337112%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B23.2B491%
Annual Yield % from dividends1.401.10127%
Returns for 1 year7.0116.0744%
Returns for 3 years28.7067.1743%
Returns for 5 years82.92148.8856%
Returns for 10 years60.70151.0140%
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