DODGX
Price
$16.91
Change
-$261.35 (-93.92%)
Updated
Feb 3 closing price
Net Assets
119.13B
LMVFX
Price
$127.13
Change
-$0.55 (-0.43%)
Updated
Feb 3 closing price
Net Assets
4.07B
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DODGX vs LMVFX

Header iconDODGX vs LMVFX Comparison
Open Charts DODGX vs LMVFXBanner chart's image
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
ClearBridge Value FI
Price$127.13
Change-$0.55 (-0.43%)
VolumeN/A
Net Assets4.07B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Feb 05, 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 LMVFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. LMVFX (4.08B). DODGX pays higher dividends than LMVFX: DODGX (1.30) vs LMVFX (0.82). DODGX was incepted earlier than LMVFX: DODGX (61 years) vs LMVFX (25 years). LMVFX (1.17) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. LMVFX (0.53). LMVFX has a lower initial minimum investment than DODGX: LMVFX (0) vs DODGX (2500). LMVFX annual gain was more profitable for investors over the last year : 5.06 vs. DODGX (1.19). DODGX return over 5 years is better than : 41.75 vs. LMVFX (15.84).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years25 years-
Gain YTD1.9295.59035%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B4.08B2,920%
Annual Yield % from dividends1.300.82158%
Returns for 1 year1.195.0623%
Returns for 3 years22.4617.98125%
Returns for 5 years41.7515.84264%
Returns for 10 years99.42107.0793%
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