DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
SOPAX
Price
$31.16
Change
+$0.02 (+0.06%)
Updated
Aug 15 closing price
Net Assets
8.78B
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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$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
ClearBridge Dividend Strategy A
Price$31.16
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets8.78B
DODGX vs SOPAX Comparison Chart in %
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DODGX vs. SOPAX commentary
Aug 19, 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 SOPAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SOPAX (8.78B). DODGX pays higher dividends than SOPAX: DODGX (1.39) vs SOPAX (1.20). 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 : 4.67 vs. SOPAX (4.20). DODGX return over 5 years is better than : 67.01 vs. SOPAX (33.70).
DODGXSOPAXDODGX / SOPAX
Total Expense Ratio0.511.0051%
Annual Report Gross Expense Ratio0.511.0051%
Fund Existence61 years33 years-
Gain YTD7.1975.876122%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B8.78B1,321%
Annual Yield % from dividends1.391.20116%
Returns for 1 year4.674.20111%
Returns for 3 years20.8311.12187%
Returns for 5 years67.0133.70199%
Returns for 10 years62.5874.2584%
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