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DODGX vs LBRIX
DODGX vs LBRIX Comparison
Open Charts DODGX vs LBRIX
ClearBridge Dividend Strategy FI
Price$30.37
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets8.43B
DODGX vs LBRIX Comparison Chart
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DODGX vs. LBRIX commentary
Jun 04, 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 (8.43B). DODGX pays higher dividends than LBRIX: DODGX (1.40) vs LBRIX (1.05). DODGX was incepted earlier than LBRIX: DODGX (60 years) vs LBRIX (12 years). LBRIX (1.27) 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 : 4.59 vs. DODGX (4.31). DODGX return over 5 years is better than : 63.39 vs. LBRIX (36.44).
| DODGX | LBRIX | DODGX / LBRIX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.27 | 40% |
| Fund Existence | 60 years | 12 years | - |
| Gain YTD | 2.760 | 3.016 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 8.43B | 1,305% |
| Annual Yield % from dividends | 1.40 | 1.05 | 133% |
| Returns for 1 year | 4.31 | 4.59 | 94% |
| Returns for 3 years | 15.74 | 8.87 | 177% |
| Returns for 5 years | 63.39 | 36.44 | 174% |
| Returns for 10 years | 52.88 | 66.72 | 79% |
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