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DODGX vs LBWAX
DODGX vs LBWAX Comparison
Open Charts DODGX vs LBWAX
BrandywineGLOBAL Div US Large Value A
Price$21.18
Change+$0.11 (+0.52%)
VolumeN/A
Net Assets91.2M
DODGX vs LBWAX Comparison Chart in %
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DODGX vs. LBWAX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LBWAX (91.2M). LBWAX (1.43) and DODGX (1.38) have matching dividends . 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 : 2.81 vs. LBWAX (0.12). DODGX return over 5 years is better than : 71.90 vs. LBWAX (36.68).
| DODGX | LBWAX | DODGX / LBWAX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.16 | 44% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 5.667 | 5.297 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 91.2M | 128,289% |
| Annual Yield % from dividends | 1.38 | 1.43 | 97% |
| Returns for 1 year | 2.81 | 0.12 | 2,368% |
| Returns for 3 years | 30.78 | 19.49 | 158% |
| Returns for 5 years | 71.90 | 36.68 | 196% |
| Returns for 10 years | 56.32 | 17.95 | 314% |
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