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DODWX vs LSVFX
DODWX vs LSVFX Comparison
Open Charts DODWX vs LSVFX
Dodge & Cox Global Stock I
Price$15.96
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets12.21B
LSV Global Managed Volatility Instl
Price$11.34
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets9.92M
DODWX vs LSVFX Comparison Chart in %
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DODWX vs. LSVFX 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 DODWX is a Hold and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 12.2B vs. LSVFX (9.92M). 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 : 4.59 vs. DODWX (2.01). DODWX return over 5 years is better than : 53.11 vs. LSVFX (40.71).
| 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 | 16.411 | 13.627 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 9.92M | 122,996% |
| Annual Yield % from dividends | 1.65 | 2.44 | 68% |
| Returns for 1 year | 2.01 | 4.59 | 44% |
| Returns for 3 years | 23.73 | 17.41 | 136% |
| Returns for 5 years | 53.11 | 40.71 | 130% |
| Returns for 10 years | 45.15 | 53.29 | 85% |
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