DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
SOPYX
Price
$32.00
Change
+$0.17 (+0.53%)
Updated
Jul 3 closing price
Net Assets
8.65B
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
ClearBridge Dividend Strategy I
Price$32.00
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets8.65B
DODGX vs SOPYX Comparison Chart in %
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DODGX vs. SOPYX commentary
Jul 08, 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: 114B vs. SOPYX (8.65B). SOPYX (1.39) and DODGX (1.38) have matching dividends . DODGX was incepted earlier than SOPYX: DODGX (61 years) vs SOPYX (29 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 : 8.33 vs. SOPYX (5.66). DODGX return over 5 years is better than : 79.15 vs. SOPYX (45.04).
DODGXSOPYXDODGX / SOPYX
Total Expense Ratio0.510.7370%
Annual Report Gross Expense Ratio0.510.7370%
Fund Existence61 years29 years-
Gain YTD7.6474.327177%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.65B1,319%
Annual Yield % from dividends1.381.3999%
Returns for 1 year8.335.66147%
Returns for 3 years31.9320.51156%
Returns for 5 years79.1545.04176%
Returns for 10 years63.8379.1081%
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