DODGX
Price
$252.46
Change
-$11.61 (-4.40%)
Updated
Apr 3 closing price
Net Assets
118.76B
OAKMX
Price
$146.51
Change
-$8.53 (-5.50%)
Updated
Apr 3 closing price
Net Assets
23.66B
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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$252.46
Change-$11.61 (-4.40%)
VolumeN/A
Net Assets118.76B
Oakmark Investor
Price$146.51
Change-$8.53 (-5.50%)
VolumeN/A
Net Assets23.66B
DODGX vs OAKMX Comparison Chart
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DODGX vs. OAKMX commentary
Apr 05, 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 Hold and OAKMX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OAKMX (23.7B). DODGX pays higher dividends than OAKMX: DODGX (1.40) vs OAKMX (1.10). DODGX was incepted earlier than OAKMX: DODGX (60 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 (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 : 8.37 vs. DODGX (4.81). OAKMX return over 5 years is better than : 203.84 vs. DODGX (114.52).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence60 years34 years-
Gain YTD3.0481.899160%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B23.7B502%
Annual Yield % from dividends1.401.10127%
Returns for 1 year4.818.3757%
Returns for 3 years10.6035.3830%
Returns for 5 years114.52203.8456%
Returns for 10 years57.85141.1041%
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