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DOXWX vs LSVFX
DOXWX vs LSVFX Comparison
Open Charts DOXWX vs LSVFX
Dodge & Cox Global Stock X
Price$16.26
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
DOXWX vs LSVFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXWX has more cash in the bank: 12.6B vs. LSVFX (10.2M). LSVFX pays higher dividends than DOXWX: LSVFX (2.35) vs DOXWX (1.69). DOXWX was incepted earlier than LSVFX: DOXWX (3 years) vs LSVFX (11 years). LSVFX (1.14) is less costly to investors than DOXWX (0.57). DOXWX is a more actively managed with annual turnover of: 27.00 vs. LSVFX (18.00). DOXWX has a lower initial minimum investment than LSVFX: DOXWX (2500) vs LSVFX (100000). DOXWX (3.13) and LSVFX (3.02) have marching annual gain over last year.
| DOXWX | LSVFX | DOXWX / LSVFX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.57 | 1.14 | 50% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | 18.600 | 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 | 1.69 | 2.35 | 72% |
| Returns for 1 year | 3.13 | 3.02 | 104% |
| Returns for 3 years | 26.52 | 24.39 | 109% |
| Returns for 5 years | N/A | 41.28 | - |
| Returns for 10 years | N/A | 68.71 | - |
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