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DODWX vs OAKWX
DODWX vs OAKWX Comparison
Open Charts DODWX vs OAKWX
Dodge & Cox Global Stock I
Price$13.42
Change-$0.26 (-1.90%)
VolumeN/A
Net Assets11.59B
Oakmark Global Select Investor
Price$22.31
Change-$0.60 (-2.62%)
VolumeN/A
Net Assets1.01B
DODWX vs OAKWX Comparison Chart
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DODWX vs. OAKWX commentary
Apr 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 DODWX is a Hold and OAKWX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. OAKWX (1.01B). DODWX pays higher dividends than OAKWX: DODWX (1.77) vs OAKWX (1.08). DODWX was incepted earlier than OAKWX: DODWX (17 years) vs OAKWX (19 years). OAKWX (1.13) is less costly to investors than DODWX (0.62). OAKWX is a more actively managed with annual turnover of: 44.00 vs. DODWX (20.00). OAKWX has a lower initial minimum investment than DODWX: OAKWX (0) vs DODWX (2500). OAKWX annual gain was more profitable for investors over the last year : 4.16 vs. DODWX (-10.59). OAKWX return over 5 years is better than : 64.74 vs. DODWX (53.78).
| DODWX | OAKWX | DODWX / OAKWX | |
| Total Expense Ratio | 0.62 | 1.13 | 55% |
| Annual Report Gross Expense Ratio | 0.62 | 1.13 | 55% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -0.219 | 0.768 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.01B | 1,146% |
| Annual Yield % from dividends | 1.77 | 1.08 | 164% |
| Returns for 1 year | -10.59 | 4.16 | -254% |
| Returns for 3 years | -3.62 | 9.88 | -37% |
| Returns for 5 years | 53.78 | 64.74 | 83% |
| Returns for 10 years | 19.49 | 38.67 | 50% |
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