DODGX
Price
$16.74
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
119.42B
OAKMX
Price
$173.75
Change
+$0.01 (+0.01%)
Updated
Dec 26 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$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.42B
Oakmark Investor
Price$173.75
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets24.77B
DODGX vs OAKMX Comparison Chart in %
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DODGX vs. OAKMX commentary
Dec 28, 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 Hold and OAKMX is a Hold.

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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: 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 : 12.88 vs. DODGX (3.81). OAKMX return over 5 years is better than : 101.67 vs. DODGX (48.93).
DODGXOAKMXDODGX / OAKMX
Total Expense Ratio0.510.8957%
Annual Report Gross Expense Ratio0.510.8957%
Fund Existence61 years34 years-
Gain YTD5.36514.19738%
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 year3.8112.8830%
Returns for 3 years30.0074.8440%
Returns for 5 years48.93101.6748%
Returns for 10 years74.45181.4341%
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