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DODWX vs LSVFX
DODWX vs LSVFX Comparison
Open Charts DODWX vs LSVFX
Dodge & Cox Global Stock I
Price$16.25
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets12.58B
LSV Global Managed Volatility Instl
Price$11.68
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets10.24M
DODWX vs LSVFX Comparison Chart in %
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DODWX vs. LSVFX commentary
Sep 09, 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 DODWX is a Buy and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.6B vs. LSVFX (10.2M). LSVFX pays higher dividends than DODWX: LSVFX (2.35) vs DODWX (1.61). DODWX was incepted earlier than LSVFX: DODWX (17 years) vs LSVFX (11 years). LSVFX (1.14) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. LSVFX (18.00). DODWX has a lower initial minimum investment than LSVFX: DODWX (2500) vs LSVFX (100000). DODWX (3.09) and LSVFX (3.02) have marching annual gain over last year. DODWX return over 5 years is better than : 52.96 vs. LSVFX (41.28).
| DODWX | LSVFX | DODWX / LSVFX | |
| Total Expense Ratio | 0.62 | 0.75 | 83% |
| Annual Report Gross Expense Ratio | 0.62 | 1.14 | 54% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 18.527 | 16.834 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 10.2M | 123,529% |
| Annual Yield % from dividends | 1.61 | 2.35 | 68% |
| Returns for 1 year | 3.09 | 3.02 | 102% |
| Returns for 3 years | 24.21 | 24.39 | 99% |
| Returns for 5 years | 52.96 | 41.28 | 128% |
| Returns for 10 years | 60.93 | 68.71 | 89% |
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