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DODWX vs LSVGX
DODWX vs LSVGX Comparison
Open Charts DODWX vs LSVGX
Dodge & Cox Global Stock I
Price$16.03
Change-$0.12 (-0.74%)
VolumeN/A
CapitalizationN/A
LSV Global Value Institutional
Price$15.13
Change-$0.11 (-0.72%)
VolumeN/A
CapitalizationN/A
DODWX vs LSVGX Comparison Chart
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DODWX vs. LSVGX commentary
Dec 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 Hold and LSVGX is a Hold.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.6B vs. LSVGX (79.6M). 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 : 13.33 vs. DODWX (8.97). LSVGX return over 5 years is better than : 44.91 vs. DODWX (31.61).
| 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 | 7.440 | 11.661 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 79.6M | 14,573% |
| Annual Yield % from dividends | 1.53 | 2.48 | 62% |
| Returns for 1 year | 8.97 | 13.33 | 67% |
| Returns for 3 years | 6.16 | 22.24 | 28% |
| Returns for 5 years | 31.61 | 44.91 | 70% |
| Returns for 10 years | 43.42 | 83.04 | 52% |
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