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DODWX vs OAKGX
DODWX vs OAKGX Comparison
Open Charts DODWX vs OAKGX
Dodge & Cox Global Stock I
Price$13.68
Change-$2.35 (-14.66%)
VolumeN/A
CapitalizationN/A
Oakmark Global Investor
Price$33.14
Change-$0.35 (-1.05%)
VolumeN/A
CapitalizationN/A
DODWX vs OAKGX Comparison Chart
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DODWX vs. OAKGX 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 DODWX is a Hold and OAKGX is a Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. OAKGX (1.13B). OAKGX (1.54) and DODWX (1.53) have matching dividends . DODWX was incepted earlier than OAKGX: DODWX (17 years) vs OAKGX (25 years). OAKGX is a more actively managed with annual turnover of: 47.00 vs. DODWX (20.00). OAKGX has a lower initial minimum investment than DODWX: OAKGX (0) vs DODWX (2500). DODWX annual gain was more profitable for investors over the last year : 8.97 vs. OAKGX (5.68). DODWX return over 5 years is better than : 31.61 vs. OAKGX (17.84).
| DODWX | OAKGX | DODWX / OAKGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 7.440 | 4.199 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.13B | 1,030% |
| Annual Yield % from dividends | 1.53 | 1.54 | 99% |
| Returns for 1 year | 8.97 | 5.68 | 158% |
| Returns for 3 years | 6.16 | 1.47 | 419% |
| Returns for 5 years | 31.61 | 17.84 | 177% |
| Returns for 10 years | 43.42 | 19.80 | 219% |
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