DODGX
Price
$247.76
Change
+$3.35 (+1.37%)
Updated
Apr 23 closing price
Net Assets
113.83B
LMVRX
Price
$107.79
Change
+$1.14 (+1.07%)
Updated
Apr 23 closing price
Net Assets
3.48B
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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$247.76
Change+$3.35 (+1.37%)
VolumeN/A
Net Assets113.83B
ClearBridge Value R
Price$107.79
Change+$1.14 (+1.07%)
VolumeN/A
Net Assets3.48B
DODGX vs LMVRX Comparison Chart
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DODGX vs. LMVRX 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 LMVRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMVRX (3.48B). DODGX pays higher dividends than LMVRX: DODGX (1.40) vs LMVRX (0.31). DODGX was incepted earlier than LMVRX: DODGX (60 years) vs LMVRX (18 years). LMVRX (1.40) is less costly to investors than DODGX (0.51). LMVRX is a more actively managed with annual turnover of: 54.00 vs. DODGX (12.00). 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 : -0.94 vs. LMVRX (-8.22). DODGX return over 5 years is better than : 76.67 vs. LMVRX (41.00).
DODGXLMVRXDODGX / LMVRX
Total Expense Ratio0.511.4036%
Annual Report Gross Expense Ratio0.511.4036%
Fund Existence60 years18 years-
Gain YTD-3.316-8.14741%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.48B3,274%
Annual Yield % from dividends1.400.31449%
Returns for 1 year-0.94-8.2211%
Returns for 3 years8.55-2.48-345%
Returns for 5 years76.6741.00187%
Returns for 10 years44.9839.61114%
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