DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
LMVFX
Price
$125.11
Change
-$0.02 (-0.02%)
Updated
Sep 5 closing price
Net Assets
3.9B
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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$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
ClearBridge Value FI
Price$125.11
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets3.9B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Sep 08, 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: 116B vs. LMVFX (3.9B). DODGX pays higher dividends than LMVFX: DODGX (1.34) vs LMVFX (0.37). 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 : 5.19 vs. LMVFX (3.49). DODGX return over 5 years is better than : 69.07 vs. LMVFX (39.37).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years24 years-
Gain YTD8.9926.043149%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets116B3.9B2,977%
Annual Yield % from dividends1.340.37362%
Returns for 1 year5.193.49148%
Returns for 3 years33.8921.27159%
Returns for 5 years69.0739.37175%
Returns for 10 years76.0384.3990%
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