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DODWX vs LSVGX
DODWX vs LSVGX Comparison
Open Charts DODWX vs LSVGX
Dodge & Cox Global Stock I
Price$16.52
Change-$0.18 (-1.08%)
VolumeN/A
CapitalizationN/A
LSV Global Value Institutional
Price$15.25
Change-$0.10 (-0.65%)
VolumeN/A
CapitalizationN/A
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DODWX vs LSVGX Comparison Chart
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DODWX vs. LSVGX commentary
Sep 21, 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 Buy and LSVGX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.7B vs. LSVGX (80.9M). LSVGX pays higher dividends than DODWX: LSVGX (2.48) vs DODWX (1.53). DODWX was incepted earlier than LSVGX: DODWX (16 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 : 19.52 vs. DODWX (16.08). LSVGX return over 5 years is better than : 58.94 vs. DODWX (39.34).
| DODWX | LSVGX | DODWX / LSVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 10.456 | 11.661 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.7B | 80.9M | 14,462% |
| Annual Yield % from dividends | 1.53 | 2.48 | 62% |
| Returns for 1 year | 16.08 | 19.52 | 82% |
| Returns for 3 years | 8.52 | 22.89 | 37% |
| Returns for 5 years | 39.34 | 58.94 | 67% |
| Returns for 10 years | 36.40 | 79.42 | 46% |
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