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DODGX vs LMMRX
DODGX vs LMMRX Comparison
Open Charts DODGX vs LMMRX
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
ClearBridge Dividend Strategy R
Price$29.95
Change-$1.60 (-5.07%)
VolumeN/A
Net Assets9.13B
DODGX vs LMMRX Comparison Chart in %
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DODGX vs. LMMRX commentary
Feb 04, 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.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. LMMRX (9.13B). DODGX pays higher dividends than LMMRX: DODGX (1.30) vs LMMRX (0.84). 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 : 1.19 vs. LMMRX (0.51). DODGX return over 5 years is better than : 41.75 vs. LMMRX (16.68).
| DODGX | LMMRX | DODGX / LMMRX | |
| Total Expense Ratio | 0.51 | 1.35 | 38% |
| Annual Report Gross Expense Ratio | 0.51 | 1.35 | 38% |
| Fund Existence | 61 years | 14 years | - |
| Gain YTD | 1.929 | 3.705 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 9.13B | 1,304% |
| Annual Yield % from dividends | 1.30 | 0.84 | 155% |
| Returns for 1 year | 1.19 | 0.51 | 232% |
| Returns for 3 years | 22.46 | 13.32 | 169% |
| Returns for 5 years | 41.75 | 16.68 | 250% |
| Returns for 10 years | 99.42 | 74.98 | 133% |
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