DODGX
Price
$273.40
Change
+$0.29 (+0.11%)
Updated
Aug 15 closing price
Net Assets
116.17B
LBISX
Price
$21.83
Change
-$0.12 (-0.55%)
Updated
Aug 15 closing price
Net Assets
94.76M
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DODGX vs LBISX

Header iconDODGX vs LBISX Comparison
Open Charts DODGX vs LBISXBanner chart's image
Dodge & Cox Stock I
Price$273.40
Change+$0.29 (+0.11%)
VolumeN/A
Net Assets116.17B
BrandywineGLOBAL Div US Large Value IS
Price$21.83
Change-$0.12 (-0.55%)
VolumeN/A
Net Assets94.76M
DODGX vs LBISX Comparison Chart in %
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DODGX vs. LBISX commentary
Aug 17, 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 DODGX is a Buy and LBISX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LBISX (94.8M). LBISX pays higher dividends than DODGX: LBISX (1.78) vs DODGX (1.39). DODGX was incepted earlier than LBISX: DODGX (61 years) vs LBISX (15 years). LBISX (0.76) is less costly to investors than DODGX (0.51). LBISX is a more actively managed with annual turnover of: 75.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than LBISX: DODGX (2500) vs LBISX (1000000). DODGX annual gain was more profitable for investors over the last year : 4.67 vs. LBISX (4.17). DODGX return over 5 years is better than : 67.01 vs. LBISX (39.63).
DODGXLBISXDODGX / LBISX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.7667%
Fund Existence61 years15 years-
Gain YTD7.1979.09579%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116B94.8M122,363%
Annual Yield % from dividends1.391.7878%
Returns for 1 year4.674.17112%
Returns for 3 years20.8314.58143%
Returns for 5 years67.0139.63169%
Returns for 10 years62.5827.36229%
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