DODGX
Price
$263.73
Change
-$4.05 (-1.51%)
Updated
Aug 1 closing price
Net Assets
117.42B
LBWIX
Price
$21.15
Change
-$0.21 (-0.98%)
Updated
Aug 1 closing price
Net Assets
92.39M
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DODGX vs LBWIX

Header iconDODGX vs LBWIX Comparison
Open Charts DODGX vs LBWIXBanner chart's image
Dodge & Cox Stock I
Price$263.73
Change-$4.05 (-1.51%)
VolumeN/A
Net Assets117.42B
BrandywineGLOBAL Div US Large Value I
Price$21.15
Change-$0.21 (-0.98%)
VolumeN/A
Net Assets92.39M
DODGX vs LBWIX Comparison Chart in %
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DODGX vs. LBWIX commentary
Aug 03, 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 LBWIX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LBWIX (92.4M). LBWIX pays higher dividends than DODGX: LBWIX (1.63) vs DODGX (1.39). DODGX was incepted earlier than LBWIX: DODGX (61 years) vs LBWIX (15 years). LBWIX (0.88) is less costly to investors than DODGX (0.51). LBWIX is a more actively managed with annual turnover of: 75.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than LBWIX: DODGX (2500) vs LBWIX (1000000). LBWIX annual gain was more profitable for investors over the last year : 1.53 vs. DODGX (0.68). DODGX return over 5 years is better than : 68.50 vs. LBWIX (40.88).
DODGXLBWIXDODGX / LBWIX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.510.8858%
Fund Existence61 years15 years-
Gain YTD3.4056.64051%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets117B92.4M126,623%
Annual Yield % from dividends1.391.6385%
Returns for 1 year0.681.5344%
Returns for 3 years23.1217.83130%
Returns for 5 years68.5040.88168%
Returns for 10 years55.6124.04231%
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