DODGX
Price
$17.52
Change
+$0.05 (+0.29%)
Updated
Nov 12 closing price
Net Assets
118.72B
LMVFX
Price
$128.12
Change
+$0.21 (+0.16%)
Updated
Nov 12 closing price
Net Assets
3.92B
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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$17.52
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets118.72B
ClearBridge Value FI
Price$128.12
Change+$0.21 (+0.16%)
VolumeN/A
Net Assets3.92B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Nov 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 LMVFX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. LMVFX (3.92B). DODGX pays higher dividends than LMVFX: DODGX (1.34) vs LMVFX (0.37). 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). LMVFX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). LMVFX has a lower initial minimum investment than DODGX: LMVFX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : -0.27 vs. LMVFX (-4.29). DODGX return over 5 years is better than : 58.91 vs. LMVFX (30.90).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years25 years-
Gain YTD10.2758.595120%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B3.92B3,036%
Annual Yield % from dividends1.340.37365%
Returns for 1 year-0.27-4.296%
Returns for 3 years27.5717.23160%
Returns for 5 years58.9130.90191%
Returns for 10 years76.5787.0288%
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