DODGX
Price
$278.76
Change
+$0.65 (+0.23%)
Updated
Aug 27 closing price
Net Assets
116.17B
LMVFX
Price
$125.10
Change
+$0.29 (+0.23%)
Updated
Aug 27 closing price
Net Assets
3.88B
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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$278.76
Change+$0.65 (+0.23%)
VolumeN/A
Net Assets116.17B
ClearBridge Value FI
Price$125.10
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets3.88B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Aug 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LMVFX (3.88B). DODGX pays higher dividends than LMVFX: DODGX (1.39) vs LMVFX (0.39). 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 : 4.44 vs. LMVFX (1.46). DODGX return over 5 years is better than : 67.64 vs. LMVFX (36.44).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years24 years-
Gain YTD9.2985.789161%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B3.88B2,987%
Annual Yield % from dividends1.390.39360%
Returns for 1 year4.441.46305%
Returns for 3 years29.2516.97172%
Returns for 5 years67.6436.44186%
Returns for 10 years75.3881.0793%
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