DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
OALVX
Price
$19.89
Change
+$0.14 (+0.71%)
Updated
Jul 3 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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Optimum Large Cap Value A
Price$19.89
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets1.92B
DODGX vs OALVX Comparison Chart in %
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DODGX vs. OALVX commentary
Jul 06, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B 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 (14.00). 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 : 8.33 vs. OALVX (7.33). DODGX return over 5 years is better than : 79.15 vs. OALVX (38.84).
DODGXOALVXDODGX / OALVX
Total Expense Ratio0.511.1644%
Annual Report Gross Expense Ratio0.511.2142%
Fund Existence61 years22 years-
Gain YTD7.6477.86397%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B1.92B5,941%
Annual Yield % from dividends1.380.78176%
Returns for 1 year8.337.33114%
Returns for 3 years31.9311.23284%
Returns for 5 years79.1538.84204%
Returns for 10 years63.8336.92173%
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