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DODGX vs LBRIX
DODGX vs LBRIX Comparison
Open Charts DODGX vs LBRIX
ClearBridge Dividend Strategy FI
Price$29.48
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.21B
DODGX vs LBRIX Comparison Chart
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DODGX vs. LBRIX commentary
May 09, 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 LBRIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. LBRIX (8.21B). DODGX pays higher dividends than LBRIX: DODGX (1.45) vs LBRIX (1.08). DODGX was incepted earlier than LBRIX: DODGX (60 years) vs LBRIX (12 years). LBRIX (1.42) is less costly to investors than DODGX (0.51). LBRIX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). LBRIX has a lower initial minimum investment than DODGX: LBRIX (0) vs DODGX (2500). LBRIX annual gain was more profitable for investors over the last year : 2.24 vs. DODGX (1.96). DODGX return over 5 years is better than : 75.63 vs. LBRIX (42.59).
| DODGX | LBRIX | DODGX / LBRIX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.42 | 36% |
| Fund Existence | 60 years | 12 years | - |
| Gain YTD | 0.001 | 0.230 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.21B | 1,340% |
| Annual Yield % from dividends | 1.45 | 1.08 | 134% |
| Returns for 1 year | 1.96 | 2.24 | 87% |
| Returns for 3 years | 18.53 | 9.62 | 193% |
| Returns for 5 years | 75.63 | 42.59 | 178% |
| Returns for 10 years | 50.23 | 59.79 | 84% |