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DODWX vs LSVGX
DODWX vs LSVGX Comparison
Open Charts DODWX vs LSVGX
Dodge & Cox Global Stock I
Price$14.38
Change+$0.12 (+0.84%)
VolumeN/A
Net Assets11.04B
LSV Global Value Institutional
Price$14.73
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets80.03M
DODWX vs LSVGX Comparison Chart
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DODWX vs. LSVGX commentary
Jan 24, 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 DODWX is a StrongBuy and LSVGX is a Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11B vs. LSVGX (80M). LSVGX pays higher dividends than DODWX: LSVGX (2.48) vs DODWX (1.53). DODWX was incepted earlier than LSVGX: DODWX (17 years) vs LSVGX (11 years). DODWX is a more actively managed with annual turnover of: 20.00 vs. LSVGX (18.00). DODWX has a lower initial minimum investment than LSVGX: DODWX (2500) vs LSVGX (100000). LSVGX annual gain was more profitable for investors over the last year : 12.56 vs. DODWX (-0.53). LSVGX return over 5 years is better than : 46.37 vs. DODWX (19.93).
| DODWX | LSVGX | DODWX / LSVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 4.887 | 4.246 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 80M | 13,750% |
| Annual Yield % from dividends | 1.53 | 2.48 | 62% |
| Returns for 1 year | -0.53 | 12.56 | -4% |
| Returns for 3 years | 2.71 | 21.06 | 13% |
| Returns for 5 years | 19.93 | 46.37 | 43% |
| Returns for 10 years | 30.34 | 82.66 | 37% |
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