Ad is loading...
DODWX vs OAKWX
DODWX vs OAKWX Comparison
Open Charts DODWX vs OAKWX
Dodge & Cox Global Stock I
Price$13.68
Change-$2.35 (-14.66%)
VolumeN/A
CapitalizationN/A
Oakmark Global Select Investor
Price$21.98
Change-$0.55 (-2.44%)
VolumeN/A
CapitalizationN/A
DODWX vs OAKWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODWX vs. OAKWX 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 OAKWX is a Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. OAKWX (1.02B). DODWX pays higher dividends than OAKWX: DODWX (1.53) vs OAKWX (0.81). DODWX was incepted earlier than OAKWX: DODWX (17 years) vs OAKWX (18 years). OAKWX is a more actively managed with annual turnover of: 32.00 vs. DODWX (20.00). OAKWX has a lower initial minimum investment than DODWX: OAKWX (0) vs DODWX (2500). DODWX annual gain was more profitable for investors over the last year : 8.97 vs. OAKWX (8.34). DODWX return over 5 years is better than : 31.61 vs. OAKWX (25.95).
| DODWX | OAKWX | DODWX / OAKWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 7.440 | 6.519 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.02B | 1,138% |
| Annual Yield % from dividends | 1.53 | 0.81 | 189% |
| Returns for 1 year | 8.97 | 8.34 | 108% |
| Returns for 3 years | 6.16 | 4.13 | 149% |
| Returns for 5 years | 31.61 | 25.95 | 122% |
| Returns for 10 years | 43.42 | 45.78 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VCAR | 29.76 | 1.45 | +5.12% |
| Simplify Volt TSLA Revolution ETF | |||
| QEFA | 75.37 | 0.06 | +0.08% |
| SPDR® MSCI EAFE StrategicFactors ETF | |||
| UMAR | 35.88 | -0.04 | -0.10% |
| Innovator U.S. Equity Ultra BffrETF™-Mar | |||
| BJUL | 45.28 | -0.12 | -0.27% |
| Innovator U.S. Equity Buffer ETF July | |||
| ESGU | 132.54 | -0.67 | -0.50% |
| iShares ESG Aware MSCI USA ETF | |||