DODGX
Price
$16.95
Change
+$0.08 (+0.47%)
Updated
Jan 14 closing price
Net Assets
119.13B
LMMRX
Price
$29.38
Change
+$0.10 (+0.34%)
Updated
Jan 14 closing price
Net Assets
9.05B
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DODGX vs LMMRX

Header iconDODGX vs LMMRX Comparison
Open Charts DODGX vs LMMRXBanner chart's image
Dodge & Cox Stock I
Price$16.95
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets119.13B
ClearBridge Dividend Strategy R
Price$29.38
Change+$0.10 (+0.34%)
VolumeN/A
Net Assets9.05B
DODGX vs LMMRX Comparison Chart in %
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DODGX vs. LMMRX commentary
Jan 15, 2026

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 LMMRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. LMMRX (9.05B). DODGX pays higher dividends than LMMRX: DODGX (1.32) vs LMMRX (0.86). DODGX was incepted earlier than LMMRX: DODGX (61 years) vs LMMRX (14 years). LMMRX (1.35) is less costly to investors than DODGX (0.51). LMMRX is a more actively managed with annual turnover of: 19.00 vs. DODGX (15.00). LMMRX has a lower initial minimum investment than DODGX: LMMRX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.75 vs. LMMRX (1.54). DODGX return over 5 years is better than : 41.71 vs. LMMRX (15.84).
DODGXLMMRXDODGX / LMMRX
Total Expense Ratio0.511.3538%
Annual Report Gross Expense Ratio0.511.3538%
Fund Existence61 years14 years-
Gain YTD2.1701.731125%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B9.05B1,315%
Annual Yield % from dividends1.320.86153%
Returns for 1 year5.751.54374%
Returns for 3 years25.6410.59242%
Returns for 5 years41.7115.84263%
Returns for 10 years98.9076.85129%
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