Ad is loading...
DODGX vs OANMX
DODGX vs OANMX Comparison
Open Charts DODGX vs OANMX
Oakmark Institutional
Price$150.34
Change-$0.63 (-0.42%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DODGX vs OANMX Comparison Chart
Loading...
DODGX vs. OANMX commentary
Sep 21, 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 StrongBuy and OANMX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. OANMX (23.1B). DODGX pays higher dividends than OANMX: DODGX (1.36) vs OANMX (1.10). DODGX was incepted earlier than OANMX: DODGX (60 years) vs OANMX (8 years). OANMX is a more actively managed with annual turnover of: 52.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than OANMX: DODGX (2500) vs OANMX (250000). OANMX annual gain was more profitable for investors over the last year : 26.89 vs. DODGX (20.73). OANMX return over 5 years is better than : 95.59 vs. DODGX (50.19).
| DODGX | OANMX | DODGX / OANMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 8 years | - |
| Gain YTD | 12.733 | 13.456 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 23.1B | 502% |
| Annual Yield % from dividends | 1.36 | 1.10 | 124% |
| Returns for 1 year | 20.73 | 26.89 | 77% |
| Returns for 3 years | 20.35 | 34.64 | 59% |
| Returns for 5 years | 50.19 | 95.59 | 53% |
| Returns for 10 years | 58.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...