DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
LMVRX
Price
$120.83
Change
+$0.47 (+0.39%)
Updated
Jul 3 closing price
Net Assets
3.89B
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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$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
ClearBridge Value R
Price$120.83
Change+$0.47 (+0.39%)
VolumeN/A
Net Assets3.89B
DODGX vs LMVRX Comparison Chart in %
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DODGX vs. LMVRX commentary
Jul 07, 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 (3.89B). DODGX pays higher dividends than LMVRX: DODGX (1.38) vs LMVRX (0.30). DODGX was incepted earlier than LMVRX: DODGX (61 years) vs LMVRX (19 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 : 8.33 vs. LMVRX (1.39). DODGX return over 5 years is better than : 79.15 vs. LMVRX (44.90).
DODGXLMVRXDODGX / LMVRX
Total Expense Ratio0.511.3039%
Annual Report Gross Expense Ratio0.511.3039%
Fund Existence61 years19 years-
Gain YTD7.6474.065188%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.89B2,934%
Annual Yield % from dividends1.380.30456%
Returns for 1 year8.331.39601%
Returns for 3 years31.9322.77140%
Returns for 5 years79.1544.90176%
Returns for 10 years63.8364.2399%
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