DODGX
Price
$17.70
Change
-$0.10 (-0.56%)
Updated
Dec 12 closing price
Net Assets
119.42B
LMMRX
Price
$31.89
Change
-$0.21 (-0.65%)
Updated
Dec 12 closing price
Net Assets
9.03B
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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$17.70
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets119.42B
ClearBridge Dividend Strategy R
Price$31.89
Change-$0.21 (-0.65%)
VolumeN/A
Net Assets9.03B
DODGX vs LMMRX Comparison Chart in %
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DODGX vs. LMMRX commentary
Dec 14, 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 LMMRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. LMMRX (9.03B). DODGX pays higher dividends than LMMRX: DODGX (1.32) vs LMMRX (0.78). 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 : 3.03 vs. LMMRX (0.23). DODGX return over 5 years is better than : 50.51 vs. LMMRX (27.64).
DODGXLMMRXDODGX / LMMRX
Total Expense Ratio0.511.3538%
Annual Report Gross Expense Ratio0.511.3538%
Fund Existence61 years14 years-
Gain YTD12.03710.058120%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B9.03B1,318%
Annual Yield % from dividends1.320.78170%
Returns for 1 year3.030.231,323%
Returns for 3 years29.7417.91166%
Returns for 5 years50.5127.64183%
Returns for 10 years83.1882.92100%
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