DODGX
Price
$268.40
Change
+$2.24 (+0.84%)
Updated
Jun 24 closing price
Net Assets
113.58B
LMVFX
Price
$120.55
Change
+$1.21 (+1.01%)
Updated
Jun 24 closing price
Net Assets
3.79B
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DODGX vs LMVFX

Header iconDODGX vs LMVFX Comparison
Open Charts DODGX vs LMVFXBanner chart's image
Dodge & Cox Stock I
Price$268.40
Change+$2.24 (+0.84%)
VolumeN/A
Net Assets113.58B
ClearBridge Value FI
Price$120.55
Change+$1.21 (+1.01%)
VolumeN/A
Net Assets3.79B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Jun 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 LMVFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMVFX (3.79B). DODGX pays higher dividends than LMVFX: DODGX (1.40) vs LMVFX (0.40). DODGX was incepted earlier than LMVFX: DODGX (61 years) vs LMVFX (24 years). LMVFX (1.17) is less costly to investors than DODGX (0.51). LMVFX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). LMVFX has a lower initial minimum investment than DODGX: LMVFX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 4.91 vs. LMVFX (-1.97). DODGX return over 5 years is better than : 75.18 vs. LMVFX (44.24).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years24 years-
Gain YTD4.7381.153411%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.79B3,009%
Annual Yield % from dividends1.400.40350%
Returns for 1 year4.91-1.97-250%
Returns for 3 years25.3218.49137%
Returns for 5 years75.1844.24170%
Returns for 10 years55.9659.7394%
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