DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
LBWIX
Price
$20.48
Change
-$0.21 (-1.01%)
Updated
Jun 13 closing price
Net Assets
88.46M
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DODGX vs LBWIX

Header iconDODGX vs LBWIX Comparison
Open Charts DODGX vs LBWIXBanner 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 I
Price$20.48
Change-$0.21 (-1.01%)
VolumeN/A
Net Assets88.46M
DODGX vs LBWIX Comparison Chart
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DODGX vs. LBWIX 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 LBWIX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LBWIX (88.5M). LBWIX pays higher dividends than DODGX: LBWIX (1.70) vs DODGX (1.40). DODGX was incepted earlier than LBWIX: DODGX (60 years) vs LBWIX (15 years). LBWIX (0.88) is less costly to investors than DODGX (0.51). LBWIX is a more actively managed with annual turnover of: 75.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than LBWIX: DODGX (2500) vs LBWIX (1000000). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. LBWIX (3.03). DODGX return over 5 years is better than : 72.42 vs. LBWIX (39.04).
DODGXLBWIXDODGX / LBWIX
Total Expense Ratio0.510.8064%
Annual Report Gross Expense Ratio0.510.8858%
Fund Existence60 years15 years-
Gain YTD3.6422.247162%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets114B88.5M128,814%
Annual Yield % from dividends1.401.7082%
Returns for 1 year5.933.03196%
Returns for 3 years28.1517.02165%
Returns for 5 years72.4239.04186%
Returns for 10 years53.9317.19314%
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