DODGX
Price
$17.34
Change
-$0.18 (-1.03%)
Updated
Nov 13 closing price
Net Assets
118.72B
OAKMX
Price
$163.07
Change
-$1.18 (-0.72%)
Updated
Nov 13 closing price
Net Assets
24.36B
Interact to see
Advertisement

DODGX vs OAKMX

Header iconDODGX vs OAKMX Comparison
Open Charts DODGX vs OAKMXBanner chart's image
Dodge & Cox Stock I
Price$17.34
Change-$0.18 (-1.03%)
VolumeN/A
Net Assets118.72B
Oakmark Investor
Price$163.07
Change-$1.18 (-0.72%)
VolumeN/A
Net Assets24.36B
DODGX vs OAKMX Comparison Chart in %
View a ticker or compare two or three
VS
DODGX vs. OAKMX commentary
Nov 14, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OAKMX (24.4B). DODGX pays higher dividends than OAKMX: DODGX (1.34) vs OAKMX (1.04). 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 : 4.25 vs. DODGX (-0.27). OAKMX return over 5 years is better than : 103.45 vs. DODGX (58.91).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence61 years34 years-
Gain YTD10.2757.953129%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B24.4B488%
Annual Yield % from dividends1.341.04128%
Returns for 1 year-0.274.25-6%
Returns for 3 years27.5753.4452%
Returns for 5 years58.91103.4557%
Returns for 10 years76.57163.5347%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IPAV28.910.64
+2.26%
Global X Infrastructure Dev ex-U.S. ETF
TECL136.601.15
+0.85%
Direxion Daily Technology Bull 3X ETF
IWML22.98N/A
N/A
ETRACS 2x Leveraged US Size Fctr TR ETN
KIO12.04-0.07
-0.58%
KKR Income OPPORTUNITIES FUND
TFPN25.60-0.23
-0.88%
Blueprint Chesapeake Multi-Asst Trnd ETF