DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
LSVMX
Price
$11.04
Change
-$0.00 (-0.00%)
Updated
Jul 25 closing price
Net Assets
24.4M
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DODGX vs LSVMX

Header iconDODGX vs LSVMX Comparison
Open Charts DODGX vs LSVMXBanner chart's image
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
LSV US Managed Volatility Institutional
Price$11.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets24.4M
DODGX vs LSVMX Comparison Chart in %
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DODGX vs. LSVMX commentary
Jul 27, 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 LSVMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LSVMX (24.4M). LSVMX pays higher dividends than DODGX: LSVMX (2.96) vs DODGX (1.38). DODGX was incepted earlier than LSVMX: DODGX (61 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than DODGX (0.51). LSVMX is a more actively managed with annual turnover of: 18.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than LSVMX: DODGX (2500) vs LSVMX (100000). DODGX annual gain was more profitable for investors over the last year : 6.76 vs. LSVMX (2.20). DODGX return over 5 years is better than : 75.02 vs. LSVMX (14.16).
DODGXLSVMXDODGX / LSVMX
Total Expense Ratio0.510.5593%
Annual Report Gross Expense Ratio0.510.7865%
Fund Existence61 years11 years-
Gain YTD7.9619.30786%
Front LoadN/AN/A-
Min. Initial Investment25001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets117B24.4M479,508%
Annual Yield % from dividends1.382.9647%
Returns for 1 year6.762.20308%
Returns for 3 years30.77-4.06-757%
Returns for 5 years75.0214.16530%
Returns for 10 years62.9229.73212%
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