DODGX
Price
$278.60
Change
+$4.11 (+1.50%)
Updated
Aug 22 closing price
Net Assets
116.17B
SOPYX
Price
$32.97
Change
+$0.35 (+1.07%)
Updated
Aug 22 closing price
Net Assets
8.79B
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DODGX vs SOPYX

Header iconDODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYXBanner chart's image
Dodge & Cox Stock I
Price$278.60
Change+$4.11 (+1.50%)
VolumeN/A
Net Assets116.17B
ClearBridge Dividend Strategy I
Price$32.97
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets8.79B
DODGX vs SOPYX Comparison Chart in %
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DODGX vs. SOPYX commentary
Aug 23, 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 SOPYX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SOPYX (8.79B). DODGX (1.39) and SOPYX (1.38) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (61 years) vs SOPYX (30 years). SOPYX (0.73) is less costly to investors than DODGX (0.51). SOPYX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SOPYX: DODGX (2500) vs SOPYX (1000000). DODGX annual gain was more profitable for investors over the last year : 5.91 vs. SOPYX (4.44). DODGX return over 5 years is better than : 74.03 vs. SOPYX (37.34).
DODGXSOPYXDODGX / SOPYX
Total Expense Ratio0.510.7370%
Annual Report Gross Expense Ratio0.510.7370%
Fund Existence61 years30 years-
Gain YTD9.2356.349145%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116B8.79B1,320%
Annual Yield % from dividends1.391.38101%
Returns for 1 year5.914.44133%
Returns for 3 years27.4116.77163%
Returns for 5 years74.0337.34198%
Returns for 10 years86.51101.6585%
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