DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
LOMAX
Price
$15.90
Change
+$0.07 (+0.44%)
Updated
Jul 25 closing price
Net Assets
98.04M
Interact to see
Advertisement

DODGX vs LOMAX

Header iconDODGX vs LOMAX Comparison
Open Charts DODGX vs LOMAXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
Edgar Lomax Value
Price$15.90
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets98.04M
DODGX vs LOMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
DODGX vs. LOMAX commentary
Jul 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 LOMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LOMAX (98M). LOMAX pays higher dividends than DODGX: LOMAX (2.86) vs DODGX (1.38). DODGX was incepted earlier than LOMAX: DODGX (61 years) vs LOMAX (28 years). LOMAX (1.00) is less costly to investors than DODGX (0.51). LOMAX is a more actively managed with annual turnover of: 30.46 vs. DODGX (15.00). DODGX (2500) and LOMAX (2500) have matching initial minimum investment requirements. LOMAX annual gain was more profitable for investors over the last year : 8.40 vs. DODGX (6.76). DODGX return over 5 years is better than : 75.02 vs. LOMAX (43.42).
DODGXLOMAXDODGX / LOMAX
Total Expense Ratio0.510.7172%
Annual Report Gross Expense Ratio0.511.0051%
Fund Existence61 years28 years-
Gain YTD7.9619.58083%
Front LoadN/AN/A-
Min. Initial Investment25002500100%
Min. Initial Investment IRAN/AN/A-
Net Assets117B98M119,388%
Annual Yield % from dividends1.382.8648%
Returns for 1 year6.768.4080%
Returns for 3 years30.7719.39159%
Returns for 5 years75.0243.42173%
Returns for 10 years62.9240.52155%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OEGCX19.890.26
+1.32%
Invesco Discovery Mid Cap Growth C
SAMVX12.220.10
+0.83%
Virtus Ceredex Mid-Cap Value Equity A
BMIIX7.520.05
+0.67%
BNY Mellon Income Stock I
VNSAX23.510.09
+0.38%
Natixis Vaughan Nelson Select A
VLSRX17.81N/A
N/A
Virtus KAR Long/Short Equity R6