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DODWX vs LSVGX
DODWX vs LSVGX Comparison
Open Charts DODWX vs LSVGX
Dodge & Cox Global Stock I
Price$14.64
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets11.79B
LSV Global Value Institutional
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets78.19M
DODWX vs LSVGX Comparison Chart
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DODWX vs. LSVGX commentary
Apr 03, 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 Buy and LSVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. LSVGX (78.2M). LSVGX pays higher dividends than DODWX: LSVGX (2.59) vs DODWX (1.77). 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: 20.00 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 : 2.56 vs. DODWX (-4.63). LSVGX return over 5 years is better than : 116.00 vs. DODWX (85.57).
| 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 | 6.783 | 2.972 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 78.2M | 15,090% |
| Annual Yield % from dividends | 1.77 | 2.59 | 68% |
| Returns for 1 year | -4.63 | 2.56 | -181% |
| Returns for 3 years | 1.48 | 19.77 | 7% |
| Returns for 5 years | 85.57 | 116.00 | 74% |
| Returns for 10 years | 30.40 | 74.42 | 41% |
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