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DODGX vs OANMX
DODGX vs OANMX Comparison
Open Charts DODGX vs OANMX
Oakmark Institutional
Price$150.18
Change-$4.07 (-2.64%)
VolumeN/A
CapitalizationN/A
DODGX vs OANMX Comparison Chart
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DODGX vs. OANMX 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 OANMX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. OANMX (24.9B). 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 : 18.79 vs. DODGX (15.24). OANMX return over 5 years is better than : 101.32 vs. DODGX (48.97).
| 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 | 13.980 | 17.917 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 24.9B | 482% |
| Annual Yield % from dividends | 1.36 | 1.10 | 124% |
| Returns for 1 year | 15.24 | 18.79 | 81% |
| Returns for 3 years | 15.78 | 36.58 | 43% |
| Returns for 5 years | 48.97 | 101.32 | 48% |
| Returns for 10 years | 60.47 | N/A | - |
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