DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
LMVTX
Price
$95.06
Change
-$0.01 (-0.01%)
Updated
Aug 15 closing price
Net Assets
3.85B
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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$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
ClearBridge Value C
Price$95.06
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets3.85B
DODGX vs LMVTX Comparison Chart in %
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DODGX vs. LMVTX commentary
Aug 16, 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 Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LMVTX (3.85B). DODGX pays higher dividends than LMVTX: DODGX (1.39) 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 : 4.56 vs. LMVTX (-0.74). DODGX return over 5 years is better than : 66.84 vs. LMVTX (21.90).
DODGXLMVTXDODGX / LMVTX
Total Expense Ratio0.511.7429%
Annual Report Gross Expense Ratio0.511.7629%
Fund Existence61 years43 years-
Gain YTD7.0833.913181%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B3.85B3,010%
Annual Yield % from dividends1.390.043,573%
Returns for 1 year4.56-0.74-620%
Returns for 3 years20.704.55455%
Returns for 5 years66.8421.90305%
Returns for 10 years62.4146.70134%
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