DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
OAKMX
Price
$163.11
Change
-$0.32 (-0.20%)
Updated
Aug 15 closing price
Net Assets
24.05B
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DODGX vs OAKMX

Header iconDODGX vs OAKMX Comparison
Open Charts DODGX vs OAKMXBanner chart's image
Dodge & Cox Stock I
Price$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
Oakmark Investor
Price$163.11
Change-$0.32 (-0.20%)
VolumeN/A
Net Assets24.05B
DODGX vs OAKMX Comparison Chart in %
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DODGX vs. OAKMX commentary
Aug 17, 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 DODGX is a Buy and OAKMX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. OAKMX (24.1B). DODGX pays higher dividends than OAKMX: DODGX (1.39) vs OAKMX (1.05). DODGX was incepted earlier than OAKMX: DODGX (61 years) vs OAKMX (34 years). OAKMX (0.89) is less costly to investors than DODGX (0.51). OAKMX is a more actively managed with annual turnover of: 42.00 vs. DODGX (15.00). OAKMX has a lower initial minimum investment than DODGX: OAKMX (0) vs DODGX (2500). OAKMX annual gain was more profitable for investors over the last year : 12.72 vs. DODGX (4.67). OAKMX return over 5 years is better than : 124.48 vs. DODGX (67.01).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence61 years34 years-
Gain YTD7.1977.203100%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B24.1B481%
Annual Yield % from dividends1.391.05132%
Returns for 1 year4.6712.7237%
Returns for 3 years20.8350.3641%
Returns for 5 years67.01124.4854%
Returns for 10 years62.58152.2541%
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