DODGX
Price
$252.46
Change
-$11.61 (-4.40%)
Updated
Apr 3 closing price
Net Assets
118.76B
OANMX
Price
$146.55
Change
-$8.54 (-5.51%)
Updated
Apr 3 closing price
Net Assets
23.66B
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DODGX vs OANMX

Header iconDODGX vs OANMX Comparison
Open Charts DODGX vs OANMXBanner chart's image
Dodge & Cox Stock I
Price$252.46
Change-$11.61 (-4.40%)
VolumeN/A
Net Assets118.76B
Oakmark Institutional
Price$146.55
Change-$8.54 (-5.51%)
VolumeN/A
Net Assets23.66B
DODGX vs OANMX Comparison Chart
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DODGX vs. OANMX commentary
Apr 04, 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 OANMX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OANMX (23.7B). DODGX pays higher dividends than OANMX: DODGX (1.40) vs OANMX (1.33). DODGX was incepted earlier than OANMX: DODGX (60 years) vs OANMX (8 years). OANMX (0.66) is less costly to investors than DODGX (0.51). OANMX is a more actively managed with annual turnover of: 42.00 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 : 8.61 vs. DODGX (4.81). OANMX return over 5 years is better than : 206.50 vs. DODGX (114.52).
DODGXOANMXDODGX / OANMX
Total Expense Ratio0.510.6677%
Annual Report Gross Expense Ratio0.510.6677%
Fund Existence60 years8 years-
Gain YTD3.0481.959156%
Front LoadN/AN/A-
Min. Initial Investment25002500001%
Min. Initial Investment IRAN/AN/A-
Net Assets119B23.7B502%
Annual Yield % from dividends1.401.33106%
Returns for 1 year4.818.6156%
Returns for 3 years10.6035.9529%
Returns for 5 years114.52206.5055%
Returns for 10 years57.85N/A-
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