DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
SOPYX
Price
$32.95
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
8.87B
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DODGX vs SOPYX

Header iconDODGX vs SOPYX Comparison
Open Charts DODGX vs SOPYXBanner chart's image
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
ClearBridge Dividend Strategy I
Price$32.95
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.87B
DODGX vs SOPYX Comparison Chart in %
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DODGX vs. SOPYX commentary
Sep 07, 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 SOPYX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. SOPYX (8.87B). SOPYX (1.34) and DODGX (1.34) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (61 years) vs SOPYX (30 years). SOPYX (0.73) is less costly to investors than DODGX (0.51). SOPYX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than SOPYX: DODGX (2500) vs SOPYX (1000000). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. SOPYX (4.54). DODGX return over 5 years is better than : 69.07 vs. SOPYX (37.75).
DODGXSOPYXDODGX / SOPYX
Total Expense Ratio0.510.7370%
Annual Report Gross Expense Ratio0.510.7370%
Fund Existence61 years30 years-
Gain YTD8.9927.424121%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116B8.87B1,308%
Annual Yield % from dividends1.341.34100%
Returns for 1 year5.194.54114%
Returns for 3 years33.8923.82142%
Returns for 5 years69.0737.75183%
Returns for 10 years76.0394.9280%
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