DODGX
Price
$276.70
Change
+$2.02 (+0.74%)
Updated
Sep 26 closing price
Net Assets
120.87B
LMVTX
Price
$97.13
Change
+$0.87 (+0.90%)
Updated
Sep 26 closing price
Net Assets
3.9B
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DODGX vs LMVTX

Header iconDODGX vs LMVTX Comparison
Open Charts DODGX vs LMVTXBanner chart's image
Dodge & Cox Stock I
Price$276.70
Change+$2.02 (+0.74%)
VolumeN/A
Net Assets120.87B
ClearBridge Value C
Price$97.13
Change+$0.87 (+0.90%)
VolumeN/A
Net Assets3.9B
DODGX vs LMVTX Comparison Chart in %
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DODGX vs. LMVTX commentary
Sep 28, 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 LMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. LMVTX (3.9B). DODGX pays higher dividends than LMVTX: DODGX (1.34) vs LMVTX (0.04). DODGX was incepted earlier than LMVTX: DODGX (61 years) vs LMVTX (43 years). LMVTX (1.76) is less costly to investors than DODGX (0.51). LMVTX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). LMVTX has a lower initial minimum investment than DODGX: LMVTX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 3.35 vs. LMVTX (-3.69). DODGX return over 5 years is better than : 78.53 vs. LMVTX (31.61).
DODGXLMVTXDODGX / LMVTX
Total Expense Ratio0.511.7429%
Annual Report Gross Expense Ratio0.511.7629%
Fund Existence61 years43 years-
Gain YTD8.8516.165144%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets121B3.9B3,105%
Annual Yield % from dividends1.340.043,575%
Returns for 1 year3.35-3.69-91%
Returns for 3 years45.7523.11198%
Returns for 5 years78.5331.61248%
Returns for 10 years87.6472.15121%
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