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DODGX vs LBRIX
DODGX vs LBRIX Comparison
Open Charts DODGX vs LBRIX
ClearBridge Dividend Strategy FI
Price$30.72
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets8.7B
DODGX vs LBRIX Comparison Chart in %
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DODGX vs. LBRIX commentary
Jul 27, 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 LBRIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LBRIX (8.7B). DODGX pays higher dividends than LBRIX: DODGX (1.38) vs LBRIX (1.09). DODGX was incepted earlier than LBRIX: DODGX (61 years) vs LBRIX (12 years). LBRIX (1.27) is less costly to investors than DODGX (0.51). LBRIX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). LBRIX has a lower initial minimum investment than DODGX: LBRIX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.76 vs. LBRIX (5.04). DODGX return over 5 years is better than : 75.02 vs. LBRIX (37.89).
| DODGX | LBRIX | DODGX / LBRIX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.27 | 40% |
| Fund Existence | 61 years | 12 years | - |
| Gain YTD | 7.961 | 4.821 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 8.7B | 1,345% |
| Annual Yield % from dividends | 1.38 | 1.09 | 126% |
| Returns for 1 year | 6.76 | 5.04 | 134% |
| Returns for 3 years | 30.77 | 17.34 | 177% |
| Returns for 5 years | 75.02 | 37.89 | 198% |
| Returns for 10 years | 62.92 | 72.60 | 87% |
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