DODGX
Price
$257.73
Change
+$4.04 (+1.59%)
Updated
May 2 closing price
Net Assets
113.83B
LMVTX
Price
$87.64
Change
+$1.48 (+1.72%)
Updated
May 2 closing price
Net Assets
3.63B
Ad is loading...

DODGX vs LMVTX

Header iconDODGX vs LMVTX Comparison
Open Charts DODGX vs LMVTXBanner chart's image
Dodge & Cox Stock I
Price$257.73
Change+$4.04 (+1.59%)
VolumeN/A
Net Assets113.83B
ClearBridge Value C
Price$87.64
Change+$1.48 (+1.72%)
VolumeN/A
Net Assets3.63B
DODGX vs LMVTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DODGX vs. LMVTX commentary
May 05, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMVTX (3.63B). DODGX pays higher dividends than LMVTX: DODGX (1.45) vs LMVTX (0.04). DODGX was incepted earlier than LMVTX: DODGX (60 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 : 4.88 vs. LMVTX (-6.54). DODGX return over 5 years is better than : 82.54 vs. LMVTX (31.49).
DODGXLMVTXDODGX / LMVTX
Total Expense Ratio0.511.7429%
Annual Report Gross Expense Ratio0.511.7629%
Fund Existence60 years43 years-
Gain YTD0.574-4.208-14%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.63B3,143%
Annual Yield % from dividends1.450.043,477%
Returns for 1 year4.88-6.54-75%
Returns for 3 years15.23-3.36-452%
Returns for 5 years82.5431.49262%
Returns for 10 years51.6930.65169%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYCYX126.293.31
+2.69%
Rydex Dow 2x Strategy C
PJFZX66.461.26
+1.93%
PGIM Jennison Growth Z
PNSIX17.220.32
+1.89%
T. Rowe Price New Asia I
VCGAX31.270.46
+1.49%
VALIC Company I Systematic Core Fund
MAIPX15.030.10
+0.67%
MAI Managed Volatility Institutional