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DOXWX vs LSVFX
DOXWX vs LSVFX Comparison
Open Charts DOXWX vs LSVFX
Dodge & Cox Global Stock X
Price$16.29
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets12.55B
LSV Global Managed Volatility Instl
Price$11.31
Change+$0.11 (+0.98%)
VolumeN/A
Net Assets9.99M
DOXWX vs LSVFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXWX has more cash in the bank: 12.5B vs. LSVFX (9.99M). LSVFX pays higher dividends than DOXWX: LSVFX (3.10) vs DOXWX (1.89). DOXWX was incepted earlier than LSVFX: DOXWX (4 years) vs LSVFX (12 years). LSVFX (1.76) 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 annual gain was more profitable for investors over the last year : 20.93 vs. LSVFX (17.07).
| DOXWX | LSVFX | DOXWX / LSVFX | |
| Total Expense Ratio | 0.52 | 0.75 | 69% |
| Annual Report Gross Expense Ratio | 0.57 | 1.76 | 32% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 3.036 | 2.168 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 9.99M | 125,125% |
| Annual Yield % from dividends | 1.89 | 3.10 | 61% |
| Returns for 1 year | 20.93 | 17.07 | 123% |
| Returns for 3 years | 27.45 | 14.60 | 188% |
| Returns for 5 years | N/A | 29.33 | - |
| Returns for 10 years | N/A | 78.32 | - |
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