DODGX
Price
$17.12
Change
+$0.21 (+1.24%)
Updated
Feb 4 closing price
Net Assets
119.13B
OIEIX
Price
$25.27
Change
-$0.26 (-1.02%)
Updated
Feb 3 closing price
Net Assets
44.17B
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DODGX vs OIEIX

Header iconDODGX vs OIEIX Comparison
Open Charts DODGX vs OIEIXBanner chart's image
Dodge & Cox Stock I
Price$17.12
Change+$0.21 (+1.24%)
VolumeN/A
Net Assets119.13B
JPMorgan Equity Income A
Price$25.27
Change-$0.26 (-1.02%)
VolumeN/A
Net Assets44.17B
DODGX vs OIEIX Comparison Chart in %
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DODGX vs. OIEIX commentary
Feb 05, 2026

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 OIEIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. OIEIX (44.2B). OIEIX (1.35) and DODGX (1.30) have matching dividends . DODGX was incepted earlier than OIEIX: DODGX (61 years) vs OIEIX (34 years). OIEIX (0.95) is less costly to investors than DODGX (0.51). OIEIX is a more actively managed with annual turnover of: 20.00 vs. DODGX (15.00). OIEIX has a lower initial minimum investment than DODGX: OIEIX (1000) vs DODGX (2500). OIEIX annual gain was more profitable for investors over the last year : 4.90 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. OIEIX (36.85).
DODGXOIEIXDODGX / OIEIX
Total Expense Ratio0.510.9554%
Annual Report Gross Expense Ratio0.510.9554%
Fund Existence61 years34 years-
Gain YTD1.9294.77440%
Front LoadN/A5%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets119B44.2B269%
Annual Yield % from dividends1.301.3596%
Returns for 1 year1.194.9024%
Returns for 3 years22.4617.96125%
Returns for 5 years41.7536.85113%
Returns for 10 years99.42130.5176%
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