DODGX
Price
$277.80
Change
+$2.05 (+0.74%)
Updated
Oct 17 closing price
Net Assets
120.32B
LMVFX
Price
$127.07
Change
+$0.39 (+0.31%)
Updated
Oct 17 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$277.80
Change+$2.05 (+0.74%)
VolumeN/A
Net Assets120.32B
ClearBridge Value FI
Price$127.07
Change+$0.39 (+0.31%)
VolumeN/A
Net Assets3.92B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. LMVFX (3.92B). DODGX pays higher dividends than LMVFX: DODGX (1.33) 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 : 0.72 vs. LMVFX (-2.75). DODGX return over 5 years is better than : 69.30 vs. LMVFX (40.70).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years25 years-
Gain YTD9.2847.705120%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets120B3.92B3,064%
Annual Yield % from dividends1.330.37362%
Returns for 1 year0.72-2.75-26%
Returns for 3 years38.9325.82151%
Returns for 5 years69.3040.70170%
Returns for 10 years74.2583.7489%
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