DODGX
Price
$254.85
Change
-$19.53 (-7.12%)
Updated
Dec 18 closing price
OAKMX
Price
$150.23
Change
-$4.07 (-2.64%)
Updated
Dec 18 closing price
Ad is loading...

DODGX vs OAKMX

Header iconDODGX vs OAKMX Comparison
Open Charts DODGX vs OAKMXBanner chart's image
Dodge & Cox Stock I
Price$254.85
Change-$19.53 (-7.12%)
VolumeN/A
CapitalizationN/A
Oakmark Investor
Price$150.23
Change-$4.07 (-2.64%)
VolumeN/A
CapitalizationN/A
DODGX vs OAKMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DODGX vs. OAKMX 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 OAKMX is a Hold.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. OAKMX (24.9B). DODGX pays higher dividends than OAKMX: DODGX (1.36) vs OAKMX (0.92). DODGX was incepted earlier than OAKMX: DODGX (60 years) vs OAKMX (33 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 : 18.51 vs. DODGX (15.24). OAKMX return over 5 years is better than : 99.59 vs. DODGX (48.97).
DODGXOAKMXDODGX / OAKMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years33 years-
Gain YTD13.98017.65679%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets120B24.9B482%
Annual Yield % from dividends1.360.92148%
Returns for 1 year15.2418.5182%
Returns for 3 years15.7836.0044%
Returns for 5 years48.9799.5949%
Returns for 10 years60.47140.6443%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TBPH9.960.16
+1.63%
Theravance Biopharma
PAC186.20-2.18
-1.16%
Grupo Aeroportuario del Pacifico SAB de CV Amer Dep Shares (each rep 10 Ser B shares)
UE22.28-0.39
-1.72%
Urban Edge Properties
STKH1.51-0.09
-5.63%
Steakholder Foods Ltd
ASMB14.28-1.26
-8.11%
Assembly Biosciences