DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
LMVFX
Price
$125.78
Change
+$1.12 (+0.90%)
Updated
Sep 26 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$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
ClearBridge Value FI
Price$125.78
Change+$1.12 (+0.90%)
VolumeN/A
Net Assets3.9B
DODGX vs LMVFX Comparison Chart in %
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DODGX vs. LMVFX commentary
Sep 29, 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: 121B 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 (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 : 3.35 vs. LMVFX (-1.14). DODGX return over 5 years is better than : 78.53 vs. LMVFX (48.43).
DODGXLMVFXDODGX / LMVFX
Total Expense Ratio0.511.1445%
Annual Report Gross Expense Ratio0.511.1744%
Fund Existence61 years25 years-
Gain YTD8.8516.611134%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets121B3.9B3,105%
Annual Yield % from dividends1.340.37361%
Returns for 1 year3.35-1.14-293%
Returns for 3 years45.7532.37141%
Returns for 5 years78.5348.43162%
Returns for 10 years87.6498.5089%
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