DODGX
Price
$271.99
Change
-$2.11 (-0.77%)
Updated
Jul 11 closing price
Net Assets
117.42B
LBWIX
Price
$21.38
Change
-$0.17 (-0.79%)
Updated
Jul 11 closing price
Net Assets
92.94M
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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$271.99
Change-$2.11 (-0.77%)
VolumeN/A
Net Assets117.42B
BrandywineGLOBAL Div US Large Value I
Price$21.38
Change-$0.17 (-0.79%)
VolumeN/A
Net Assets92.94M
DODGX vs LBWIX Comparison Chart in %
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DODGX vs. LBWIX commentary
Jul 12, 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 LBWIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LBWIX (92.9M). LBWIX pays higher dividends than DODGX: LBWIX (1.64) vs DODGX (1.38). 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). DODGX (5.56) and LBWIX (5.44) have marching annual gain over last year. DODGX return over 5 years is better than : 77.54 vs. LBWIX (46.12).
DODGXLBWIXDODGX / LBWIX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.510.8858%
Fund Existence61 years15 years-
Gain YTD6.6447.58988%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets117B92.9M125,942%
Annual Yield % from dividends1.381.6484%
Returns for 1 year5.565.44102%
Returns for 3 years32.1323.27138%
Returns for 5 years77.5446.12168%
Returns for 10 years58.9923.56250%
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