DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
OILVX
Price
$20.02
Change
+$0.13 (+0.65%)
Updated
Jul 3 closing price
Net Assets
1.92B
Interact to see
Advertisement

DODGX vs OILVX

Header iconDODGX vs OILVX Comparison
Open Charts DODGX vs OILVXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
Optimum Large Cap Value Instl
Price$20.02
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets1.92B
DODGX vs OILVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. OILVX 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 OILVX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. OILVX (1.92B). DODGX pays higher dividends than OILVX: DODGX (1.38) vs OILVX (1.16). DODGX was incepted earlier than OILVX: DODGX (61 years) vs OILVX (22 years). OILVX (0.96) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. OILVX (14.00). OILVX has a lower initial minimum investment than DODGX: OILVX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. OILVX (7.64). DODGX return over 5 years is better than : 79.15 vs. OILVX (40.79).
DODGXOILVXDODGX / OILVX
Total Expense Ratio0.510.9156%
Annual Report Gross Expense Ratio0.510.9653%
Fund Existence61 years22 years-
Gain YTD7.6477.92597%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B1.92B5,941%
Annual Yield % from dividends1.381.16119%
Returns for 1 year8.337.64109%
Returns for 3 years31.9312.20262%
Returns for 5 years79.1540.79194%
Returns for 10 years63.8340.24159%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LFGIX40.000.54
+1.37%
Lord Abbett Focused Growth I
EVSTX21.840.20
+0.92%
Allspring Disciplined US Core C
TRSPX68.270.57
+0.84%
Nuveen S&P 500 Index Retire
REEAX15.130.09
+0.60%
RBC Emerging Markets Equity A
NSEIX22.260.09
+0.41%
Nicholas Equity Income I