DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
LBISX
Price
$22.21
Change
-$0.12 (-0.54%)
Updated
Sep 5 closing price
Net Assets
97.19M
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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$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
BrandywineGLOBAL Div US Large Value IS
Price$22.21
Change-$0.12 (-0.54%)
VolumeN/A
Net Assets97.19M
DODGX vs LBISX Comparison Chart in %
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DODGX vs. LBISX commentary
Sep 07, 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 (97.2M). LBISX pays higher dividends than DODGX: LBISX (1.72) vs DODGX (1.34). 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 : 5.19 vs. LBISX (4.22). DODGX return over 5 years is better than : 69.07 vs. LBISX (42.47).
DODGXLBISXDODGX / LBISX
Total Expense Ratio0.510.7073%
Annual Report Gross Expense Ratio0.510.7667%
Fund Existence61 years15 years-
Gain YTD8.99210.99482%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116B97.2M119,342%
Annual Yield % from dividends1.341.7278%
Returns for 1 year5.194.22123%
Returns for 3 years33.8924.87136%
Returns for 5 years69.0742.47163%
Returns for 10 years76.0338.60197%
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