DODGX
Price
$277.02
Change
-$0.25 (-0.09%)
Updated
Sep 3 closing price
Net Assets
116.17B
LMVRX
Price
$122.18
Change
-$0.18 (-0.15%)
Updated
Sep 3 closing price
Net Assets
3.91B
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DODGX vs LMVRX

Header iconDODGX vs LMVRX Comparison
Open Charts DODGX vs LMVRXBanner chart's image
Dodge & Cox Stock I
Price$277.02
Change-$0.25 (-0.09%)
VolumeN/A
Net Assets116.17B
ClearBridge Value R
Price$122.18
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets3.91B
DODGX vs LMVRX Comparison Chart in %
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DODGX vs. LMVRX commentary
Sep 04, 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 LMVRX is a Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LMVRX (3.91B). DODGX pays higher dividends than LMVRX: DODGX (1.34) vs LMVRX (0.29). DODGX was incepted earlier than LMVRX: DODGX (61 years) vs LMVRX (19 years). LMVRX (1.30) is less costly to investors than DODGX (0.51). LMVRX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). LMVRX has a lower initial minimum investment than DODGX: LMVRX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 3.83 vs. LMVRX (2.12). DODGX return over 5 years is better than : 68.48 vs. LMVRX (36.31).
DODGXLMVRXDODGX / LMVRX
Total Expense Ratio0.511.3039%
Annual Report Gross Expense Ratio0.511.3039%
Fund Existence61 years19 years-
Gain YTD8.6165.383160%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B3.91B2,968%
Annual Yield % from dividends1.340.29457%
Returns for 1 year3.832.12180%
Returns for 3 years32.2818.58174%
Returns for 5 years68.4836.31189%
Returns for 10 years79.8483.5196%
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