DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
OAKMX
Price
$163.55
Change
+$0.77 (+0.47%)
Updated
Jul 3 closing price
Net Assets
24.29B
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Oakmark Investor
Price$163.55
Change+$0.77 (+0.47%)
VolumeN/A
Net Assets24.29B
DODGX vs OAKMX Comparison Chart in %
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DODGX vs. OAKMX commentary
Jul 07, 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: 114B vs. OAKMX (24.3B). DODGX pays higher dividends than OAKMX: DODGX (1.38) vs OAKMX (1.06). 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 : 17.55 vs. DODGX (8.33). OAKMX return over 5 years is better than : 144.74 vs. DODGX (79.15).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence61 years34 years-
Gain YTD7.6477.493102%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B24.3B469%
Annual Yield % from dividends1.381.06130%
Returns for 1 year8.3317.5547%
Returns for 3 years31.9372.1944%
Returns for 5 years79.15144.7455%
Returns for 10 years63.83157.2341%
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