DODGX
Price
$17.48
Change
+$0.10 (+0.58%)
Updated
Dec 3 closing price
Net Assets
118.72B
OAKMX
Price
$168.50
Change
+$2.26 (+1.36%)
Updated
Dec 3 closing price
Net Assets
24.77B
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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$17.48
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets118.72B
Oakmark Investor
Price$168.50
Change+$2.26 (+1.36%)
VolumeN/A
Net Assets24.77B
DODGX vs OAKMX Comparison Chart in %
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DODGX vs. OAKMX commentary
Dec 04, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OAKMX (24.8B). DODGX pays higher dividends than OAKMX: DODGX (1.32) vs OAKMX (1.02). 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 : 3.85 vs. DODGX (-1.77). OAKMX return over 5 years is better than : 95.04 vs. DODGX (47.44).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence61 years34 years-
Gain YTD9.2689.274100%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B24.8B480%
Annual Yield % from dividends1.321.02130%
Returns for 1 year-1.773.85-46%
Returns for 3 years23.6955.4843%
Returns for 5 years47.4495.0450%
Returns for 10 years70.88159.9644%
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