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DODWX vs OAKGX
DODWX vs OAKGX Comparison
Open Charts DODWX vs OAKGX
Dodge & Cox Global Stock I
Price$16.13
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets12.14B
Oakmark Global Investor
Price$37.00
Change+$0.22 (+0.60%)
VolumeN/A
Net Assets1.11B
DODWX vs OAKGX Comparison Chart in %
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DODWX vs. OAKGX commentary
Sep 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 DODWX is a Buy and OAKGX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.1B vs. OAKGX (1.11B). DODWX pays higher dividends than OAKGX: DODWX (1.61) vs OAKGX (1.05). DODWX was incepted earlier than OAKGX: DODWX (17 years) vs OAKGX (26 years). OAKGX (1.12) is less costly to investors than DODWX (0.62). OAKGX is a more actively managed with annual turnover of: 48.00 vs. DODWX (27.00). OAKGX has a lower initial minimum investment than DODWX: OAKGX (0) vs DODWX (2500). OAKGX annual gain was more profitable for investors over the last year : 11.38 vs. DODWX (1.07). DODWX (50.88) and OAKGX (48.42) have equivalent 5 years return.
| DODWX | OAKGX | DODWX / OAKGX | |
| Total Expense Ratio | 0.62 | 1.12 | 55% |
| Annual Report Gross Expense Ratio | 0.62 | 1.12 | 55% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 18.162 | 13.462 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.11B | 1,089% |
| Annual Yield % from dividends | 1.61 | 1.05 | 153% |
| Returns for 1 year | 1.07 | 11.38 | 9% |
| Returns for 3 years | 28.38 | 37.49 | 76% |
| Returns for 5 years | 50.88 | 48.42 | 105% |
| Returns for 10 years | 59.27 | 42.69 | 139% |