DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
LBWAX
Price
$22.27
Change
+$0.20 (+0.91%)
Updated
Sep 4 closing price
Net Assets
96.67M
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DODGX vs LBWAX

Header iconDODGX vs LBWAX Comparison
Open Charts DODGX vs LBWAXBanner 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 A
Price$22.27
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets96.67M
DODGX vs LBWAX Comparison Chart in %
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DODGX vs. LBWAX commentary
Sep 08, 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 LBWAX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LBWAX (96.7M). LBWAX (1.36) and DODGX (1.34) have matching dividends . DODGX was incepted earlier than LBWAX: DODGX (61 years) vs LBWAX (15 years). LBWAX (1.16) is less costly to investors than DODGX (0.51). LBWAX is a more actively managed with annual turnover of: 75.00 vs. DODGX (15.00). LBWAX has a lower initial minimum investment than DODGX: LBWAX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. LBWAX (4.40). DODGX return over 5 years is better than : 69.07 vs. LBWAX (40.39).
DODGXLBWAXDODGX / LBWAX
Total Expense Ratio0.511.1544%
Annual Report Gross Expense Ratio0.511.1644%
Fund Existence61 years15 years-
Gain YTD8.99211.29480%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets116B96.7M119,959%
Annual Yield % from dividends1.341.3698%
Returns for 1 year5.194.40118%
Returns for 3 years33.8924.08141%
Returns for 5 years69.0740.39171%
Returns for 10 years76.0335.63213%
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