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DODWX vs LSVFX
DODWX vs LSVFX Comparison
Open Charts DODWX vs LSVFX
Dodge & Cox Global Stock I
Price$15.91
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets11.81B
LSV Global Managed Volatility Instl
Price$11.28
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets9.87M
DODWX vs LSVFX Comparison Chart in %
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DODWX vs. LSVFX commentary
Jul 07, 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 StrongBuy and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. LSVFX (9.87M). LSVFX pays higher dividends than DODWX: LSVFX (2.44) vs DODWX (1.65). 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). LSVFX annual gain was more profitable for investors over the last year : 6.90 vs. DODWX (2.21). DODWX return over 5 years is better than : 56.18 vs. LSVFX (42.50).
| 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 | 16.047 | 13.026 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 9.87M | 119,566% |
| Annual Yield % from dividends | 1.65 | 2.44 | 68% |
| Returns for 1 year | 2.21 | 6.90 | 32% |
| Returns for 3 years | 22.42 | 16.68 | 134% |
| Returns for 5 years | 56.18 | 42.50 | 132% |
| Returns for 10 years | 43.61 | 51.87 | 84% |
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