DODGX
Price
$277.68
Change
-$0.30 (-0.11%)
Updated
Sep 8 closing price
Net Assets
120.87B
OCLVX
Price
$19.99
Change
-$0.01 (-0.05%)
Updated
Sep 8 closing price
Net Assets
1.92B
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DODGX vs OCLVX

Header iconDODGX vs OCLVX Comparison
Open Charts DODGX vs OCLVXBanner chart's image
Dodge & Cox Stock I
Price$277.68
Change-$0.30 (-0.11%)
VolumeN/A
Net Assets120.87B
Optimum Large Cap Value C
Price$19.99
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.92B
DODGX vs OCLVX Comparison Chart in %
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DODGX vs. OCLVX commentary
Sep 09, 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 OCLVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. OCLVX (1.92B). DODGX pays higher dividends than OCLVX: DODGX (1.34) vs OCLVX (0.00). DODGX was incepted earlier than OCLVX: DODGX (61 years) vs OCLVX (22 years). OCLVX (1.92) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. OCLVX (11.00). OCLVX has a lower initial minimum investment than DODGX: OCLVX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.72 vs. OCLVX (3.52). DODGX return over 5 years is better than : 71.26 vs. OCLVX (26.76).
DODGXOCLVXDODGX / OCLVX
Total Expense Ratio0.511.9227%
Annual Report Gross Expense Ratio0.511.9227%
Fund Existence61 years22 years-
Gain YTD8.8758.760101%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets121B1.92B6,319%
Annual Yield % from dividends1.340.00-
Returns for 1 year6.723.52191%
Returns for 3 years28.654.11696%
Returns for 5 years71.2626.76266%
Returns for 10 years77.3737.79205%
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