DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
OALVX
Price
$20.01
Change
+$0.10 (+0.50%)
Updated
Jul 25 closing price
Net Assets
1.92B
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DODGX vs OALVX

Header iconDODGX vs OALVX Comparison
Open Charts DODGX vs OALVXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Optimum Large Cap Value A
Price$20.01
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.92B
DODGX vs OALVX Comparison Chart in %
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DODGX vs. OALVX commentary
Jul 27, 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 OALVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. OALVX (1.92B). DODGX pays higher dividends than OALVX: DODGX (1.38) vs OALVX (0.78). DODGX was incepted earlier than OALVX: DODGX (61 years) vs OALVX (22 years). OALVX (1.21) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. OALVX (11.00). OALVX has a lower initial minimum investment than DODGX: OALVX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.76 vs. OALVX (5.83). DODGX return over 5 years is better than : 75.02 vs. OALVX (34.75).
DODGXOALVXDODGX / OALVX
Total Expense Ratio0.511.1644%
Annual Report Gross Expense Ratio0.511.2142%
Fund Existence61 years22 years-
Gain YTD7.9618.51494%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets117B1.92B6,094%
Annual Yield % from dividends1.380.78176%
Returns for 1 year6.765.83116%
Returns for 3 years30.7710.12304%
Returns for 5 years75.0234.75216%
Returns for 10 years62.9238.18165%
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