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DODWX vs LSVGX
DODWX vs LSVGX Comparison
Open Charts DODWX vs LSVGX
Dodge & Cox Global Stock I
Price$15.05
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets11.42B
LSV Global Value Institutional
Price$15.06
Change-$0.21 (-1.38%)
VolumeN/A
Net Assets82.08M
DODWX vs LSVGX Comparison Chart
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DODWX vs. LSVGX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.4B vs. LSVGX (82.1M). LSVGX pays higher dividends than DODWX: LSVGX (2.61) vs DODWX (1.78). DODWX was incepted earlier than LSVGX: DODWX (17 years) vs LSVGX (11 years). LSVGX (1.05) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. LSVGX (12.00). 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 : 6.18 vs. DODWX (-5.51). LSVGX return over 5 years is better than : 97.89 vs. DODWX (64.26).
| DODWX | LSVGX | DODWX / LSVGX | |
| Total Expense Ratio | 0.62 | 0.90 | 69% |
| Annual Report Gross Expense Ratio | 0.62 | 1.05 | 59% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 9.993 | 8.068 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 82.1M | 13,886% |
| Annual Yield % from dividends | 1.78 | 2.61 | 68% |
| Returns for 1 year | -5.51 | 6.18 | -89% |
| Returns for 3 years | 13.67 | 34.18 | 40% |
| Returns for 5 years | 64.26 | 97.89 | 66% |
| Returns for 10 years | 30.24 | 76.98 | 39% |
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