DODGX
Price
$268.12
Change
+$2.43 (+0.91%)
Updated
Aug 8 closing price
Net Assets
116.17B
LSVEX
Price
$27.83
Change
+$0.28 (+1.02%)
Updated
Aug 8 closing price
Net Assets
1.23B
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DODGX vs LSVEX

Header iconDODGX vs LSVEX Comparison
Open Charts DODGX vs LSVEXBanner chart's image
Dodge & Cox Stock I
Price$268.12
Change+$2.43 (+0.91%)
VolumeN/A
Net Assets116.17B
LSV Value Equity
Price$27.83
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets1.23B
DODGX vs LSVEX Comparison Chart in %
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DODGX vs. LSVEX commentary
Aug 10, 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 LSVEX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LSVEX (1.23B). LSVEX pays higher dividends than DODGX: LSVEX (1.94) vs DODGX (1.39). DODGX was incepted earlier than LSVEX: DODGX (61 years) vs LSVEX (26 years). LSVEX (0.68) is less costly to investors than DODGX (0.51). LSVEX is a more actively managed with annual turnover of: 26.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than LSVEX: DODGX (2500) vs LSVEX (100000). LSVEX annual gain was more profitable for investors over the last year : 5.90 vs. DODGX (4.87). DODGX return over 5 years is better than : 65.95 vs. LSVEX (36.04).
DODGXLSVEXDODGX / LSVEX
Total Expense Ratio0.510.6875%
Annual Report Gross Expense Ratio0.510.6875%
Fund Existence61 years26 years-
Gain YTD5.1266.18183%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets116B1.23B9,469%
Annual Yield % from dividends1.391.9472%
Returns for 1 year4.875.9083%
Returns for 3 years23.6111.22211%
Returns for 5 years65.9536.04183%
Returns for 10 years59.3741.68142%
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