DOXGX
Price
$274.57
Change
+$1.08 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
OALVX
Price
$19.89
Change
+$0.14 (+0.71%)
Updated
Jul 3 closing price
Net Assets
1.92B
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DOXGX vs OALVX

Header iconDOXGX vs OALVX Comparison
Open Charts DOXGX vs OALVXBanner chart's image
Dodge & Cox Stock X
Price$274.57
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets113.58B
Optimum Large Cap Value A
Price$19.89
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets1.92B
DOXGX vs OALVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. OALVX (1.92B). DOXGX pays higher dividends than OALVX: DOXGX (1.47) vs OALVX (0.78). DOXGX was incepted earlier than OALVX: DOXGX (3 years) vs OALVX (22 years). OALVX (1.21) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 15.00 vs. OALVX (14.00). OALVX has a lower initial minimum investment than DOXGX: OALVX (1000) vs DOXGX (2500). DOXGX annual gain was more profitable for investors over the last year : 8.43 vs. OALVX (7.33).
DOXGXOALVXDOXGX / OALVX
Total Expense Ratio0.411.1635%
Annual Report Gross Expense Ratio0.461.2138%
Fund Existence3 years22 years-
Gain YTD7.6997.86398%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B1.92B5,941%
Annual Yield % from dividends1.470.78187%
Returns for 1 year8.437.33115%
Returns for 3 years32.2511.23287%
Returns for 5 yearsN/A38.84-
Returns for 10 yearsN/A36.92-
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