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DODGX vs OAKLX
DODGX vs OAKLX Comparison
Open Charts DODGX vs OAKLX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
DODGX vs OAKLX Comparison Chart in %
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DODGX vs. OAKLX commentary
Feb 04, 2026
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 DODGX is a Buy and OAKLX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OAKLX (8.11B). DODGX pays higher dividends than OAKLX: DODGX (1.30) vs OAKLX (0.39). DODGX was incepted earlier than OAKLX: DODGX (61 years) vs OAKLX (29 years). OAKLX (0.99) is less costly to investors than DODGX (0.51). OAKLX is a more actively managed with annual turnover of: 58.00 vs. DODGX (15.00). OAKLX has a lower initial minimum investment than DODGX: OAKLX (0) vs DODGX (2500). OAKLX annual gain was more profitable for investors over the last year : 6.76 vs. DODGX (1.19). OAKLX return over 5 years is better than : 76.88 vs. DODGX (41.75).
| DODGX | OAKLX | DODGX / OAKLX | |
| Total Expense Ratio | 0.51 | 0.99 | 52% |
| Annual Report Gross Expense Ratio | 0.51 | 0.99 | 52% |
| Fund Existence | 61 years | 29 years | - |
| Gain YTD | 1.929 | -2.894 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 8.11B | 1,467% |
| Annual Yield % from dividends | 1.30 | 0.39 | 334% |
| Returns for 1 year | 1.19 | 6.76 | 18% |
| Returns for 3 years | 22.46 | 53.91 | 42% |
| Returns for 5 years | 41.75 | 76.88 | 54% |
| Returns for 10 years | 99.42 | 166.34 | 60% |
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