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DODWX vs LVAFX
DODWX vs LVAFX Comparison
Open Charts DODWX vs LVAFX
Dodge & Cox Global Stock I
Price$15.91
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets11.81B
LSV Global Managed Volatility Investor
Price$11.38
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.87M
DODWX vs LVAFX Comparison Chart in %
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DODWX vs. LVAFX 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 LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
DODWX has more cash in the bank: 11.8B vs. LVAFX (9.87M). LVAFX pays higher dividends than DODWX: LVAFX (2.17) vs DODWX (1.65). DODWX was incepted earlier than LVAFX: DODWX (17 years) vs LVAFX (11 years). LVAFX (1.48) is less costly to investors than DODWX (0.62). DODWX is a more actively managed with annual turnover of: 27.00 vs. LVAFX (18.00). LVAFX has a lower initial minimum investment than DODWX: LVAFX (1000) vs DODWX (2500). LVAFX annual gain was more profitable for investors over the last year : 6.72 vs. DODWX (2.21). DODWX return over 5 years is better than : 56.18 vs. LVAFX (40.97).
| DODWX | LVAFX | DODWX / LVAFX | |
| Total Expense Ratio | 0.62 | 1.00 | 62% |
| Annual Report Gross Expense Ratio | 0.62 | 1.48 | 42% |
| Fund Existence | 17 years | 11 years | - |
| Gain YTD | 16.047 | 12.897 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 9.87M | 119,566% |
| Annual Yield % from dividends | 1.65 | 2.17 | 76% |
| Returns for 1 year | 2.21 | 6.72 | 33% |
| Returns for 3 years | 22.42 | 16.01 | 140% |
| Returns for 5 years | 56.18 | 40.97 | 137% |
| Returns for 10 years | 43.61 | 48.52 | 90% |
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