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DODGX vs SOPAX
DODGX vs SOPAX Comparison
Open Charts DODGX vs SOPAX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
ClearBridge Dividend Strategy A
Price$30.29
Change-$1.58 (-4.96%)
VolumeN/A
Net Assets9.13B
DODGX vs SOPAX Comparison Chart in %
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DODGX vs. SOPAX commentary
Feb 04, 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 SOPAX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. SOPAX (9.13B). DODGX pays higher dividends than SOPAX: DODGX (1.30) vs SOPAX (1.16). 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 : 1.19 vs. SOPAX (1.00). DODGX return over 5 years is better than : 41.75 vs. SOPAX (19.16).
| DODGX | SOPAX | DODGX / SOPAX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.00 | 51% |
| Fund Existence | 61 years | 33 years | - |
| Gain YTD | 1.929 | 3.733 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 9.13B | 1,304% |
| Annual Yield % from dividends | 1.30 | 1.16 | 112% |
| Returns for 1 year | 1.19 | 1.00 | 119% |
| Returns for 3 years | 22.46 | 14.84 | 151% |
| Returns for 5 years | 41.75 | 19.16 | 218% |
| Returns for 10 years | 99.42 | 80.45 | 124% |
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