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DODWX vs OAKWX
DODWX vs OAKWX Comparison
Open Charts DODWX vs OAKWX
Dodge & Cox Global Stock I
Price$15.28
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets11.42B
Oakmark Global Select Investor
Price$24.69
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets1B
DODWX vs OAKWX Comparison Chart
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DODWX vs. OAKWX commentary
Jun 06, 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: 11.4B vs. OAKWX (1.01B). DODWX pays higher dividends than OAKWX: DODWX (1.70) vs OAKWX (1.05). 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 : 14.59 vs. DODWX (-2.58). OAKWX return over 5 years is better than : 50.19 vs. DODWX (42.69).
| 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 | 11.451 | 11.518 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 1.01B | 1,134% |
| Annual Yield % from dividends | 1.70 | 1.05 | 162% |
| Returns for 1 year | -2.58 | 14.59 | -18% |
| Returns for 3 years | 9.06 | 29.28 | 31% |
| Returns for 5 years | 42.69 | 50.19 | 85% |
| Returns for 10 years | 35.21 | 53.10 | 66% |
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