DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
LMMRX
Price
$30.34
Change
+$0.16 (+0.53%)
Updated
Jul 3 closing price
Net Assets
8.65B
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
ClearBridge Dividend Strategy R
Price$30.34
Change+$0.16 (+0.53%)
VolumeN/A
Net Assets8.65B
DODGX vs LMMRX Comparison Chart in %
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DODGX vs. LMMRX commentary
Jul 07, 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: 114B vs. LMMRX (8.65B). DODGX pays higher dividends than LMMRX: DODGX (1.38) vs LMMRX (0.87). DODGX was incepted earlier than LMMRX: DODGX (61 years) vs LMMRX (13 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 : 8.33 vs. LMMRX (4.52). DODGX return over 5 years is better than : 79.15 vs. LMMRX (39.09).
DODGXLMMRXDODGX / LMMRX
Total Expense Ratio0.511.3538%
Annual Report Gross Expense Ratio0.511.3538%
Fund Existence61 years13 years-
Gain YTD7.6473.887197%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B8.65B1,319%
Annual Yield % from dividends1.380.87158%
Returns for 1 year8.334.52184%
Returns for 3 years31.9317.13186%
Returns for 5 years79.1539.09202%
Returns for 10 years63.8367.7694%
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