DODGX
Price
$281.33
Change
+$0.09 (+0.03%)
Updated
Oct 6 closing price
Net Assets
120.87B
OAKMX
Price
$166.00
Change
-$0.14 (-0.08%)
Updated
Oct 6 closing price
Net Assets
24.75B
Interact to see
Advertisement

DODGX vs OAKMX

Header iconDODGX vs OAKMX Comparison
Open Charts DODGX vs OAKMXBanner chart's image
Dodge & Cox Stock I
Price$281.33
Change+$0.09 (+0.03%)
VolumeN/A
Net Assets120.87B
Oakmark Investor
Price$166.00
Change-$0.14 (-0.08%)
VolumeN/A
Net Assets24.75B
DODGX vs OAKMX Comparison Chart in %
View a ticker or compare two or three
VS
DODGX vs. OAKMX commentary
Oct 07, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. OAKMX (24.7B). DODGX pays higher dividends than OAKMX: DODGX (1.33) vs OAKMX (1.02). 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 : 10.98 vs. DODGX (4.17). OAKMX return over 5 years is better than : 127.88 vs. DODGX (73.49).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence61 years34 years-
Gain YTD10.6379.103117%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B24.7B490%
Annual Yield % from dividends1.331.02130%
Returns for 1 year4.1710.9838%
Returns for 3 years43.0573.4159%
Returns for 5 years73.49127.8857%
Returns for 10 years77.11167.9646%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IWMY23.250.14
+0.61%
Defiance R2000 Target 30 Income ETF
JGLO68.550.24
+0.35%
JPMorgan Global Select Equity ETF
OVM21.370.06
+0.29%
Overlay Shares Municipal Bond ETF
QBER24.62-0.05
-0.22%
TrueShares Quarterly Bear Hedge ETF
LVHD41.21-0.12
-0.29%
Franklin U.S. Low Volatility Hi Div ETF