DODGX
Price
$265.59
Change
-$2.78 (-1.04%)
Updated
Jun 13 closing price
Net Assets
113.58B
LMVTX
Price
$91.30
Change
-$1.00 (-1.08%)
Updated
Jun 13 closing price
Net Assets
3.75B
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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$265.59
Change-$2.78 (-1.04%)
VolumeN/A
Net Assets113.58B
ClearBridge Value C
Price$91.30
Change-$1.00 (-1.08%)
VolumeN/A
Net Assets3.75B
DODGX vs LMVTX Comparison Chart
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DODGX vs. LMVTX 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 LMVTX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMVTX (3.75B). DODGX pays higher dividends than LMVTX: DODGX (1.40) vs LMVTX (0.04). DODGX was incepted earlier than LMVTX: DODGX (60 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 : 5.93 vs. LMVTX (-4.49). DODGX return over 5 years is better than : 72.42 vs. LMVTX (26.27).
DODGXLMVTXDODGX / LMVTX
Total Expense Ratio0.511.7429%
Annual Report Gross Expense Ratio0.511.7629%
Fund Existence60 years43 years-
Gain YTD3.642-0.208-1,754%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets114B3.75B3,038%
Annual Yield % from dividends1.400.043,478%
Returns for 1 year5.93-4.49-132%
Returns for 3 years28.1510.52268%
Returns for 5 years72.4226.27276%
Returns for 10 years53.9336.94146%
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