DODGX
Price
$273.36
Change
-$1.99 (-0.72%)
Updated
Jul 28 closing price
Net Assets
117.42B
SMDLX
Price
$23.25
Change
-$0.10 (-0.43%)
Updated
Jul 28 closing price
Net Assets
361.72M
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DODGX vs SMDLX

Header iconDODGX vs SMDLX Comparison
Open Charts DODGX vs SMDLXBanner chart's image
Dodge & Cox Stock I
Price$273.36
Change-$1.99 (-0.72%)
VolumeN/A
Net Assets117.42B
ClearBridge Tactical Dividend Income C
Price$23.25
Change-$0.10 (-0.43%)
VolumeN/A
Net Assets361.72M
DODGX vs SMDLX Comparison Chart in %
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DODGX vs. SMDLX commentary
Jul 29, 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 SMDLX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. SMDLX (362M). SMDLX pays higher dividends than DODGX: SMDLX (2.70) vs DODGX (1.38). DODGX was incepted earlier than SMDLX: DODGX (61 years) vs SMDLX (25 years). SMDLX (2.15) is less costly to investors than DODGX (0.51). SMDLX is a more actively managed with annual turnover of: 59.00 vs. DODGX (15.00). SMDLX has a lower initial minimum investment than DODGX: SMDLX (1000) vs DODGX (2500). SMDLX annual gain was more profitable for investors over the last year : 7.35 vs. DODGX (4.11). SMDLX return over 5 years is better than : 80.85 vs. DODGX (72.07).
DODGXSMDLXDODGX / SMDLX
Total Expense Ratio0.512.1524%
Annual Report Gross Expense Ratio0.512.1524%
Fund Existence61 years25 years-
Gain YTD7.1811.146627%
Front LoadN/AN/A-
Min. Initial Investment25001000250%
Min. Initial Investment IRAN/AN/A-
Net Assets117B362M32,320%
Annual Yield % from dividends1.382.7051%
Returns for 1 year4.117.3556%
Returns for 3 years26.1335.6373%
Returns for 5 years72.0780.8589%
Returns for 10 years60.7582.5274%
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