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DODWX vs OAKGX
DODWX vs OAKGX Comparison
Open Charts DODWX vs OAKGX
Dodge & Cox Global Stock I
Price$14.19
Change-$0.45 (-3.07%)
VolumeN/A
Net Assets11.79B
Oakmark Global Investor
Price$34.17
Change+$0.15 (+0.44%)
VolumeN/A
Net Assets1.07B
DODWX vs OAKGX Comparison Chart
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DODWX vs. OAKGX commentary
Apr 04, 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 DODWX is a Buy and OAKGX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. OAKGX (1.08B). DODWX pays higher dividends than OAKGX: DODWX (1.77) vs OAKGX (1.14). DODWX was incepted earlier than OAKGX: DODWX (17 years) vs OAKGX (26 years). OAKGX (1.12) is less costly to investors than DODWX (0.62). OAKGX is a more actively managed with annual turnover of: 48.00 vs. DODWX (20.00). OAKGX has a lower initial minimum investment than DODWX: OAKGX (0) vs DODWX (2500). OAKGX annual gain was more profitable for investors over the last year : 3.92 vs. DODWX (-4.63). OAKGX return over 5 years is better than : 98.85 vs. DODWX (85.57).
| DODWX | OAKGX | DODWX / OAKGX | |
| Total Expense Ratio | 0.62 | 1.12 | 55% |
| Annual Report Gross Expense Ratio | 0.62 | 1.12 | 55% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 6.783 | 4.784 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 1.08B | 1,098% |
| Annual Yield % from dividends | 1.77 | 1.14 | 155% |
| Returns for 1 year | -4.63 | 3.92 | -118% |
| Returns for 3 years | 1.48 | 6.08 | 24% |
| Returns for 5 years | 85.57 | 98.85 | 87% |
| Returns for 10 years | 30.40 | 20.76 | 146% |
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