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DODWX vs LSVFX
DODWX vs LSVFX Comparison
Open Charts DODWX vs LSVFX
Dodge & Cox Global Stock I
Price$16.05
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets12.14B
LSV Global Managed Volatility Instl
Price$11.53
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets10.08M
DODWX vs LSVFX Comparison Chart in %
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DODWX vs. LSVFX commentary
Aug 19, 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: 12.1B vs. LSVFX (10.1M). LSVFX pays higher dividends than DODWX: LSVFX (2.46) vs DODWX (1.66). 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 : 4.74 vs. DODWX (1.26). DODWX return over 5 years is better than : 50.14 vs. LSVFX (38.15).
| 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 | 17.068 | 15.531 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 10.1M | 119,802% |
| Annual Yield % from dividends | 1.66 | 2.46 | 68% |
| Returns for 1 year | 1.26 | 4.74 | 26% |
| Returns for 3 years | 17.97 | 14.81 | 121% |
| Returns for 5 years | 50.14 | 38.15 | 131% |
| Returns for 10 years | 47.96 | 55.85 | 86% |
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