DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
LMVTX
Price
$95.03
Change
+$0.36 (+0.38%)
Updated
Jul 3 closing price
Net Assets
3.89B
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DODGX vs LMVTX

Header iconDODGX vs LMVTX Comparison
Open Charts DODGX vs LMVTXBanner chart's image
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
ClearBridge Value C
Price$95.03
Change+$0.36 (+0.38%)
VolumeN/A
Net Assets3.89B
DODGX vs LMVTX Comparison Chart in %
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DODGX vs. LMVTX commentary
Jul 06, 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 LMVTX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMVTX (3.89B). DODGX pays higher dividends than LMVTX: DODGX (1.38) vs LMVTX (0.04). DODGX was incepted earlier than LMVTX: DODGX (61 years) vs LMVTX (43 years). LMVTX (1.76) is less costly to investors than DODGX (0.51). LMVTX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). LMVTX has a lower initial minimum investment than DODGX: LMVTX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. LMVTX (-1.01). DODGX return over 5 years is better than : 79.15 vs. LMVTX (30.73).
DODGXLMVTXDODGX / LMVTX
Total Expense Ratio0.511.7429%
Annual Report Gross Expense Ratio0.511.7629%
Fund Existence61 years43 years-
Gain YTD7.6473.869198%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.89B2,934%
Annual Yield % from dividends1.380.043,577%
Returns for 1 year8.33-1.01-821%
Returns for 3 years31.9315.27209%
Returns for 5 years79.1530.73258%
Returns for 10 years63.8345.90139%
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