DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
LDFVX
Price
$17.04
Change
+$0.17 (+1.01%)
Updated
Sep 26 closing price
Net Assets
2.11B
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DODGX vs LDFVX

Header iconDODGX vs LDFVX Comparison
Open Charts DODGX vs LDFVXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
Lord Abbett Fundamental Equity A
Price$17.04
Change+$0.17 (+1.01%)
VolumeN/A
Net Assets2.11B
DODGX vs LDFVX Comparison Chart in %
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DODGX vs. LDFVX commentary
Sep 28, 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 LDFVX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. LDFVX (2.11B). DODGX pays higher dividends than LDFVX: DODGX (1.34) vs LDFVX (0.76). DODGX was incepted earlier than LDFVX: DODGX (61 years) vs LDFVX (29 years). LDFVX (0.95) is less costly to investors than DODGX (0.51). LDFVX is a more actively managed with annual turnover of: 39.00 vs. DODGX (15.00). LDFVX has a lower initial minimum investment than DODGX: LDFVX (1500) vs DODGX (2500). LDFVX annual gain was more profitable for investors over the last year : 8.56 vs. DODGX (3.35). DODGX return over 5 years is better than : 78.53 vs. LDFVX (67.20).
DODGXLDFVXDODGX / LDFVX
Total Expense Ratio0.510.9554%
Annual Report Gross Expense Ratio0.510.9554%
Fund Existence61 years29 years-
Gain YTD8.85113.07268%
Front LoadN/A6%-
Min. Initial Investment25001500167%
Min. Initial Investment IRAN/AN/A-
Net Assets121B2.11B5,740%
Annual Yield % from dividends1.340.76176%
Returns for 1 year3.358.5639%
Returns for 3 years45.7553.8785%
Returns for 5 years78.5367.20117%
Returns for 10 years87.6450.73173%
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