DODGX
Price
$273.99
Change
+$1.59 (+0.58%)
Updated
Jan 30 closing price
Net Assets
111.65B
OAKMX
Price
$161.12
Change
+$0.82 (+0.51%)
Updated
Jan 30 closing price
Net Assets
23.47B
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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$273.99
Change+$1.59 (+0.58%)
VolumeN/A
Net Assets111.65B
Oakmark Investor
Price$161.12
Change+$0.82 (+0.51%)
VolumeN/A
Net Assets23.47B
DODGX vs OAKMX Comparison Chart
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DODGX vs. OAKMX commentary
Jan 31, 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 StrongBuy and OAKMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. OAKMX (23.5B). 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 : 22.10 vs. DODGX (14.01). OAKMX return over 5 years is better than : 113.16 vs. DODGX (52.61).
DODGXOAKMXDODGX / OAKMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years34 years-
Gain YTD6.5365.895111%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets112B23.5B477%
Annual Yield % from dividends1.360.92148%
Returns for 1 year14.0122.1063%
Returns for 3 years13.7138.9235%
Returns for 5 years52.61113.1646%
Returns for 10 years68.08159.1943%
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