DODGX
Price
$249.49
Change
+$1.73 (+0.70%)
Updated
Apr 24 closing price
Net Assets
113.83B
LMMRX
Price
$28.99
Change
+$0.33 (+1.15%)
Updated
Apr 24 closing price
Net Assets
8.01B
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DODGX vs LMMRX

Header iconDODGX vs LMMRX Comparison
Open Charts DODGX vs LMMRXBanner chart's image
Dodge & Cox Stock I
Price$249.49
Change+$1.73 (+0.70%)
VolumeN/A
Net Assets113.83B
ClearBridge Dividend Strategy R
Price$28.99
Change+$0.33 (+1.15%)
VolumeN/A
Net Assets8.01B
DODGX vs LMMRX Comparison Chart
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DODGX vs. LMMRX commentary
Apr 25, 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 LMMRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMMRX (8.01B). DODGX pays higher dividends than LMMRX: DODGX (1.40) vs LMMRX (0.84). DODGX was incepted earlier than LMMRX: DODGX (60 years) vs LMMRX (13 years). LMMRX (1.36) is less costly to investors than DODGX (0.51). LMMRX is a more actively managed with annual turnover of: 19.00 vs. DODGX (12.00). LMMRX has a lower initial minimum investment than DODGX: LMMRX (0) vs DODGX (2500). LMMRX annual gain was more profitable for investors over the last year : 0.72 vs. DODGX (-0.50). DODGX return over 5 years is better than : 76.67 vs. LMMRX (39.92).
DODGXLMMRXDODGX / LMMRX
Total Expense Ratio0.511.3638%
Annual Report Gross Expense Ratio0.511.3638%
Fund Existence60 years13 years-
Gain YTD-3.316-2.188152%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.01B1,423%
Annual Yield % from dividends1.400.84166%
Returns for 1 year-0.500.72-69%
Returns for 3 years8.421.35623%
Returns for 5 years76.6739.92192%
Returns for 10 years45.3151.4688%
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