DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
LMVRX
Price
$116.06
Change
-$1.27 (-1.08%)
Updated
Jun 13 closing price
Net Assets
3.75B
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DODGX vs LMVRX

Header iconDODGX vs LMVRX Comparison
Open Charts DODGX vs LMVRXBanner chart's image
Dodge & Cox Stock I
Price$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
ClearBridge Value R
Price$116.06
Change-$1.27 (-1.08%)
VolumeN/A
Net Assets3.75B
DODGX vs LMVRX Comparison Chart
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DODGX vs. LMVRX commentary
Jun 16, 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 LMVRX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMVRX (3.75B). DODGX pays higher dividends than LMVRX: DODGX (1.40) vs LMVRX (0.32). DODGX was incepted earlier than LMVRX: DODGX (60 years) vs LMVRX (18 years). LMVRX (1.30) is less costly to investors than DODGX (0.51). LMVRX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). LMVRX has a lower initial minimum investment than DODGX: LMVRX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. LMVRX (-2.17). DODGX return over 5 years is better than : 72.42 vs. LMVRX (39.93).
DODGXLMVRXDODGX / LMVRX
Total Expense Ratio0.511.3039%
Annual Report Gross Expense Ratio0.511.3039%
Fund Existence60 years18 years-
Gain YTD3.642-0.043-8,456%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.75B3,038%
Annual Yield % from dividends1.400.32443%
Returns for 1 year5.93-2.17-273%
Returns for 3 years28.1517.71159%
Returns for 5 years72.4239.93181%
Returns for 10 years53.9354.11100%
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