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CAGEX vs DODWX

Both CAGEX and DODWX are mutual funds. CAGEX has a higher 5-year return than DODWX (18.08% vs 12.92%). CAGEX has a higher expense ratio than DODWX (1.4% vs 0.62%). Below is the comparison between CAGEX and DODWX.

CAGEX DODWX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Calamos Dodge & Cox
Net Assets $31.20M $11.86B
Expense Ratio 1.40% 0.62%
Management Style active active
Dividend Yield 0.00% 1.08%
Minimum Investment $2,500.00 $2,500.00
YTD Return 11.56% 18.50%
1-Year Return 2.78% 1.55%
3-Year Return 20.21% 10.40%
5-Year Return 18.08% 12.92%
10-Year Return 11.74% 10.50%

CAGEX description

The Fund seeks long-term capital growth. The Fund invests at least 80% of its net assets in equity securities, including convertible securities in a globally diversified manner, with at least 40% of its assets in securities of foreign issuers.

CAGEX performance & returns

YTD Return 11.56%
1-Month Return 0.70%
3-Month Return 2.78%
1-Year Return 2.78%
3-Year Return 20.21%
5-Year Return 18.08%
10-Year Return 11.74%
CAGEX expense ratio is 1.4%.

CAGEX holdings

Top 10 Holdings (26.85% of Total Assets)

Name Symbol % Assets
Amazon.com Inc AMZN 4.91%
Alibaba Group Holding Ltd ADR BABA 3.24%
Reliance Industries Ltd RELIANCE.B 2.78%
Tencent Holdings Ltd 00700 2.52%
Keyence Corp 6861 2.44%
Lululemon Athletica Inc LULU 2.42%
Alcon Inc ALC 2.32%
Microsoft Corp MSFT 2.31%
Novo Nordisk A/S ADR NVO 1.96%
Morgan Stanley Instl Lqudty Govt Instl MVRXX 1.95%

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DODWX description

The Fund seeks long-term growth of principal and income. The Fund seeks to invest at least 80% of its total assets in common stocks, preferred stocks, securities convertible into common stocks and securities that carry the right to buy common stocks, including American, European and Global Depositary Receipts.

DODWX performance & returns

YTD Return 18.50%
1-Month Return -2.05%
3-Month Return 1.55%
1-Year Return 1.55%
3-Year Return 10.40%
5-Year Return 12.92%
10-Year Return 10.50%
DODWX expense ratio is 0.62%.

DODWX holdings

Top 10 Holdings (24.88% of Total Assets)

Name Symbol % Assets
Comcast Corp Class A CMCSA 3.44%
FedEx Corp FDX 3.01%
Charter Communications Inc A CHTR 2.91%
Alphabet Inc Class C GOOG 2.64%
Sanofi SA SAN.PA 2.62%
Novartis AG NOVN 2.21%
Mitsubishi Electric Corp 6503 2.06%
GlaxoSmithKline PLC GSK.L 2.04%
Wells Fargo & Co WFC 1.98%
Capital One Financial Corp COF 1.97%

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