DODGX
Price
$268.60
Change
+$2.45 (+0.92%)
Updated
Jun 26 closing price
Net Assets
113.58B
LBWAX
Price
$20.96
Change
+$0.21 (+1.01%)
Updated
Jun 26 closing price
Net Assets
89.97M
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DODGX vs LBWAX

Header iconDODGX vs LBWAX Comparison
Open Charts DODGX vs LBWAXBanner chart's image
Dodge & Cox Stock I
Price$268.60
Change+$2.45 (+0.92%)
VolumeN/A
Net Assets113.58B
BrandywineGLOBAL Div US Large Value A
Price$20.96
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets89.97M
DODGX vs LBWAX Comparison Chart in %
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DODGX vs. LBWAX commentary
Jun 27, 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 LBWAX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LBWAX (90M). LBWAX pays higher dividends than DODGX: LBWAX (1.48) vs DODGX (1.40). DODGX was incepted earlier than LBWAX: DODGX (61 years) vs LBWAX (15 years). LBWAX (1.16) is less costly to investors than DODGX (0.51). LBWAX is a more actively managed with annual turnover of: 75.00 vs. DODGX (15.00). LBWAX has a lower initial minimum investment than DODGX: LBWAX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.05 vs. LBWAX (3.60). DODGX return over 5 years is better than : 81.82 vs. LBWAX (43.35).
DODGXLBWAXDODGX / LBWAX
Total Expense Ratio0.511.1544%
Annual Report Gross Expense Ratio0.511.1644%
Fund Existence61 years15 years-
Gain YTD5.3153.698144%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B90M126,667%
Annual Yield % from dividends1.401.4895%
Returns for 1 year6.053.60168%
Returns for 3 years26.8515.49173%
Returns for 5 years81.8243.35189%
Returns for 10 years60.1719.40310%
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