DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
LBWAX
Price
$20.43
Change
-$0.21 (-1.02%)
Updated
Jun 13 closing price
Net Assets
88.46M
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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$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
BrandywineGLOBAL Div US Large Value A
Price$20.43
Change-$0.21 (-1.02%)
VolumeN/A
Net Assets88.46M
DODGX vs LBWAX Comparison Chart
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DODGX vs. LBWAX commentary
Jun 16, 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: 114B vs. LBWAX (88.5M). LBWAX pays higher dividends than DODGX: LBWAX (1.48) vs DODGX (1.40). DODGX was incepted earlier than LBWAX: DODGX (60 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 : 5.93 vs. LBWAX (2.71). DODGX return over 5 years is better than : 72.42 vs. LBWAX (36.91).
DODGXLBWAXDODGX / LBWAX
Total Expense Ratio0.511.1544%
Annual Report Gross Expense Ratio0.511.1644%
Fund Existence60 years15 years-
Gain YTD3.6422.099173%
Front LoadN/A6%-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B88.5M128,814%
Annual Yield % from dividends1.401.4895%
Returns for 1 year5.932.71219%
Returns for 3 years28.1515.93177%
Returns for 5 years72.4236.91196%
Returns for 10 years53.9314.89362%
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