DODGX
Price
$254.85
Change
-$19.53 (-7.12%)
Updated
Dec 18 closing price
SOPAX
Price
$31.68
Change
-$0.86 (-2.64%)
Updated
Dec 18 closing price
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DODGX vs SOPAX

Header iconDODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAXBanner chart's image
Dodge & Cox Stock I
Price$254.85
Change-$19.53 (-7.12%)
VolumeN/A
CapitalizationN/A
ClearBridge Dividend Strategy A
Price$31.68
Change-$0.86 (-2.64%)
VolumeN/A
CapitalizationN/A
DODGX vs SOPAX Comparison Chart
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DODGX vs. SOPAX 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 SOPAX is a Hold.

FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. SOPAX (8.5B). DODGX pays higher dividends than SOPAX: DODGX (1.36) vs SOPAX (1.19). DODGX was incepted earlier than SOPAX: DODGX (60 years) vs SOPAX (32 years). SOPAX is a more actively managed with annual turnover of: 19.00 vs. DODGX (12.00). SOPAX has a lower initial minimum investment than DODGX: SOPAX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 15.24 vs. SOPAX (12.62). DODGX return over 5 years is better than : 48.97 vs. SOPAX (35.03).
DODGXSOPAXDODGX / SOPAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence60 years32 years-
Gain YTD13.98017.92778%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets120B8.5B1,412%
Annual Yield % from dividends1.361.19114%
Returns for 1 year15.2412.62121%
Returns for 3 years15.783.12506%
Returns for 5 years48.9735.03140%
Returns for 10 years60.4772.8883%
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