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DODWX vs LSVGX
DODWX vs LSVGX Comparison
Open Charts DODWX vs LSVGX
Dodge & Cox Global Stock I
Price$16.29
Change-$0.12 (-0.73%)
VolumeN/A
CapitalizationN/A
LSV Global Value Institutional
Price$15.20
Change-$0.07 (-0.46%)
VolumeN/A
CapitalizationN/A
DODWX vs LSVGX Comparison Chart
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DODWX vs. LSVGX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.5B vs. LSVGX (79.8M). LSVGX pays higher dividends than DODWX: LSVGX (2.48) vs DODWX (1.53). DODWX was incepted earlier than LSVGX: DODWX (17 years) vs LSVGX (10 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 : 21.67 vs. DODWX (17.76). LSVGX return over 5 years is better than : 49.20 vs. DODWX (31.85).
| DODWX | LSVGX | DODWX / LSVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 9.182 | 12.177 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 79.8M | 14,411% |
| Annual Yield % from dividends | 1.53 | 2.48 | 62% |
| Returns for 1 year | 17.76 | 21.67 | 82% |
| Returns for 3 years | 2.94 | 19.27 | 15% |
| Returns for 5 years | 31.85 | 49.20 | 65% |
| Returns for 10 years | 38.62 | 83.15 | 46% |
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