DODGX
Price
$252.46
Change
-$11.61 (-4.40%)
Updated
Apr 3 closing price
Net Assets
118.76B
LBWAX
Price
$19.92
Change
-$0.84 (-4.05%)
Updated
Apr 3 closing price
Net Assets
89.4M
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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$252.46
Change-$11.61 (-4.40%)
VolumeN/A
Net Assets118.76B
BrandywineGLOBAL Div US Large Value A
Price$19.92
Change-$0.84 (-4.05%)
VolumeN/A
Net Assets89.4M
DODGX vs LBWAX Comparison Chart
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DODGX vs. LBWAX commentary
Apr 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 Hold and LBWAX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. LBWAX (89.4M). LBWAX (1.45) and DODGX (1.40) have matching dividends . DODGX was incepted earlier than LBWAX: DODGX (60 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 (12.00). 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 : 4.81 vs. LBWAX (1.40). DODGX return over 5 years is better than : 114.52 vs. LBWAX (64.48).
DODGXLBWAXDODGX / LBWAX
Total Expense Ratio0.511.1544%
Annual Report Gross Expense Ratio0.511.1644%
Fund Existence60 years15 years-
Gain YTD3.0483.74881%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets119B89.4M133,110%
Annual Yield % from dividends1.401.4596%
Returns for 1 year4.811.40344%
Returns for 3 years10.605.30200%
Returns for 5 years114.5264.48178%
Returns for 10 years57.8519.70294%
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