DODGX
Price
$16.74
Change
+$0.01 (+0.06%)
Updated
Dec 26 closing price
Net Assets
119.42B
SOPAX
Price
$29.40
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
8.98B
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DODGX vs SOPAX

Header iconDODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAXBanner chart's image
Dodge & Cox Stock I
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets119.42B
ClearBridge Dividend Strategy A
Price$29.40
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.98B
DODGX vs SOPAX Comparison Chart in %
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DODGX vs. SOPAX commentary
Dec 27, 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 Hold and SOPAX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SOPAX (8.98B). DODGX pays higher dividends than SOPAX: DODGX (1.32) vs SOPAX (1.09). DODGX was incepted earlier than SOPAX: DODGX (61 years) vs SOPAX (33 years). SOPAX (1.00) is less costly to investors than DODGX (0.51). SOPAX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). SOPAX has a lower initial minimum investment than DODGX: SOPAX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 3.96 vs. SOPAX (-1.32). DODGX return over 5 years is better than : 48.85 vs. SOPAX (17.62).
DODGXSOPAXDODGX / SOPAX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0051%
Fund Existence61 years33 years-
Gain YTD5.3030.1094,871%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets119B8.98B1,326%
Annual Yield % from dividends1.321.09121%
Returns for 1 year3.96-1.32-299%
Returns for 3 years29.7813.62219%
Returns for 5 years48.8517.62277%
Returns for 10 years75.8866.61114%
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