DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
OCLVX
Price
$19.85
Change
+$0.09 (+0.46%)
Updated
Jul 25 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$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Optimum Large Cap Value C
Price$19.85
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets1.92B
DODGX vs OCLVX Comparison Chart in %
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DODGX vs. OCLVX commentary
Jul 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 Buy and OCLVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. OCLVX (1.92B). DODGX pays higher dividends than OCLVX: DODGX (1.38) vs OCLVX (0.00). DODGX was incepted earlier than OCLVX: DODGX (61 years) vs OCLVX (22 years). OCLVX (1.96) 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 : 6.76 vs. OCLVX (4.97). DODGX return over 5 years is better than : 75.02 vs. OCLVX (29.39).
DODGXOCLVXDODGX / OCLVX
Total Expense Ratio0.511.9127%
Annual Report Gross Expense Ratio0.511.9626%
Fund Existence61 years22 years-
Gain YTD7.9617.998100%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets117B1.92B6,094%
Annual Yield % from dividends1.380.00-
Returns for 1 year6.764.97136%
Returns for 3 years30.777.47412%
Returns for 5 years75.0229.39255%
Returns for 10 years62.9228.55220%
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