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DODWX vs OAKWX
DODWX vs OAKWX Comparison
Open Charts DODWX vs OAKWX
Dodge & Cox Global Stock I
Price$14.71
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets11.42B
Oakmark Global Select Investor
Price$24.32
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets1.03B
DODWX vs OAKWX Comparison Chart
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DODWX vs. OAKWX commentary
May 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 StrongBuy and OAKWX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. OAKWX (1.03B). DODWX pays higher dividends than OAKWX: DODWX (1.78) 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 (27.00). 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 : 11.44 vs. DODWX (-6.54). OAKWX return over 5 years is better than : 74.45 vs. DODWX (58.65).
| 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 | 6.783 | 9.846 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 1.03B | 1,105% |
| Annual Yield % from dividends | 1.78 | 1.08 | 164% |
| Returns for 1 year | -6.54 | 11.44 | -57% |
| Returns for 3 years | 13.49 | 34.60 | 39% |
| Returns for 5 years | 58.65 | 74.45 | 79% |
| Returns for 10 years | 28.29 | 49.47 | 57% |
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