DODGX
Price
$265.23
Change
-$4.98 (-1.84%)
Updated
Mar 10 closing price
Net Assets
118.76B
SOPAX
Price
$29.68
Change
-$0.38 (-1.26%)
Updated
Mar 10 closing price
Net Assets
8.34B
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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$265.23
Change-$4.98 (-1.84%)
VolumeN/A
Net Assets118.76B
ClearBridge Dividend Strategy A
Price$29.68
Change-$0.38 (-1.26%)
VolumeN/A
Net Assets8.34B
DODGX vs SOPAX Comparison Chart
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DODGX vs. SOPAX commentary
Mar 11, 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 Buy and SOPAX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SOPAX (8.34B). DODGX pays higher dividends than SOPAX: DODGX (1.31) vs SOPAX (1.18). DODGX was incepted earlier than SOPAX: DODGX (60 years) vs SOPAX (32 years). SOPAX (1.02) is less costly to investors than DODGX (0.51). 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 : 8.11 vs. SOPAX (4.41). DODGX return over 5 years is better than : 70.81 vs. SOPAX (36.63).
DODGXSOPAXDODGX / SOPAX
Total Expense Ratio0.511.0250%
Annual Report Gross Expense Ratio0.511.0250%
Fund Existence60 years32 years-
Gain YTD5.0661.417358%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets119B8.34B1,426%
Annual Yield % from dividends1.311.18111%
Returns for 1 year8.114.41184%
Returns for 3 years18.9510.24185%
Returns for 5 years70.8136.63193%
Returns for 10 years61.9664.3996%
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