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DODGX vs OAKMX
DODGX vs OAKMX Comparison
Open Charts DODGX vs OAKMX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
DODGX vs OAKMX Comparison Chart in %
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DODGX vs. OAKMX commentary
Feb 05, 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 OAKMX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OAKMX (25.3B). DODGX pays higher dividends than OAKMX: DODGX (1.30) vs OAKMX (0.92). DODGX was incepted earlier than OAKMX: DODGX (61 years) vs OAKMX (35 years). OAKMX (0.89) is less costly to investors than DODGX (0.51). OAKMX is a more actively managed with annual turnover of: 63.00 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 : 9.19 vs. DODGX (1.19). OAKMX return over 5 years is better than : 86.57 vs. DODGX (41.75).
| DODGX | OAKMX | DODGX / OAKMX | |
| Total Expense Ratio | 0.51 | 0.89 | 57% |
| Annual Report Gross Expense Ratio | 0.51 | 0.89 | 57% |
| Fund Existence | 61 years | 35 years | - |
| Gain YTD | 1.929 | -0.418 | -461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 25.3B | 470% |
| Annual Yield % from dividends | 1.30 | 0.92 | 142% |
| Returns for 1 year | 1.19 | 9.19 | 13% |
| Returns for 3 years | 22.46 | 49.90 | 45% |
| Returns for 5 years | 41.75 | 86.57 | 48% |
| Returns for 10 years | 99.42 | 215.31 | 46% |
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