DODGX
Price
$248.86
Change
+$17.08 (+7.37%)
Updated
Apr 9 closing price
Net Assets
113.83B
LBISX
Price
$19.69
Change
+$1.19 (+6.43%)
Updated
Apr 9 closing price
Net Assets
79.85M
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DODGX vs LBISX

Header iconDODGX vs LBISX Comparison
Open Charts DODGX vs LBISXBanner chart's image
Dodge & Cox Stock I
Price$248.86
Change+$17.08 (+7.37%)
VolumeN/A
Net Assets113.83B
BrandywineGLOBAL Div US Large Value IS
Price$19.69
Change+$1.19 (+6.43%)
VolumeN/A
Net Assets79.85M
DODGX vs LBISX Comparison Chart
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DODGX vs. LBISX commentary
Apr 10, 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 LBISX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LBISX (79.9M). LBISX pays higher dividends than DODGX: LBISX (1.83) vs DODGX (1.40). DODGX was incepted earlier than LBISX: DODGX (60 years) vs LBISX (15 years). LBISX (0.76) is less costly to investors than DODGX (0.51). LBISX is a more actively managed with annual turnover of: 75.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than LBISX: DODGX (2500) vs LBISX (1000000). DODGX annual gain was more profitable for investors over the last year : -8.19 vs. LBISX (-8.99). DODGX return over 5 years is better than : 64.32 vs. LBISX (31.20).
DODGXLBISXDODGX / LBISX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.7667%
Fund Existence60 years15 years-
Gain YTD-9.552-7.546127%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B79.9M142,678%
Annual Yield % from dividends1.401.8376%
Returns for 1 year-8.19-8.9991%
Returns for 3 years-2.87-6.1647%
Returns for 5 years64.3231.20206%
Returns for 10 years36.338.15446%
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