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AVLVX vs DODGX
AVLVX vs DODGX Comparison
Open Charts AVLVX vs DODGX
Avantis U.S. Large Cap Value Inst
Price$17.20
Change+$1.79 (+11.62%)
VolumeN/A
Net Assets693.32M
Dodge & Cox Stock I
Price$16.91
Change-$261.35 (-93.92%)
VolumeN/A
Net Assets119.13B
AVLVX vs DODGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. AVLVX (693M). DODGX pays higher dividends than AVLVX: DODGX (1.30) vs AVLVX (1.03). AVLVX was incepted earlier than DODGX: AVLVX (4 years) vs DODGX (61 years). DODGX (0.51) is less costly to investors than AVLVX (0.15). AVLVX is a more actively managed with annual turnover of: 17.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than AVLVX: DODGX (2500) vs AVLVX (5000000). AVLVX annual gain was more profitable for investors over the last year : 17.09 vs. DODGX (1.19).
| AVLVX | DODGX | AVLVX / DODGX | |
| Total Expense Ratio | 0.15 | 0.51 | 29% |
| Annual Report Gross Expense Ratio | 0.15 | 0.51 | 29% |
| Fund Existence | 4 years | 61 years | - |
| Gain YTD | 8.723 | 1.929 | 452% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 693M | 119B | 1% |
| Annual Yield % from dividends | 1.03 | 1.30 | 79% |
| Returns for 1 year | 17.09 | 1.19 | 1,442% |
| Returns for 3 years | 53.73 | 22.46 | 239% |
| Returns for 5 years | N/A | 41.75 | - |
| Returns for 10 years | N/A | 99.42 | - |
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