DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
LMVFX
Price
$122.91
Change
+$0.49 (+0.40%)
Updated
Jul 3 closing price
Net Assets
3.89B
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
ClearBridge Value FI
Price$122.91
Change+$0.49 (+0.40%)
VolumeN/A
Net Assets3.89B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Jul 06, 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: 114B vs. LMVFX (3.89B). DODGX pays higher dividends than LMVFX: DODGX (1.38) vs LMVFX (0.38). DODGX was incepted earlier than LMVFX: DODGX (61 years) vs LMVFX (24 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 : 8.33 vs. LMVFX (1.61). DODGX return over 5 years is better than : 79.15 vs. LMVFX (47.45).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years24 years-
Gain YTD7.6474.179183%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.89B2,934%
Annual Yield % from dividends1.380.38361%
Returns for 1 year8.331.61516%
Returns for 3 years31.9323.94133%
Returns for 5 years79.1547.45167%
Returns for 10 years63.8368.3593%
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