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DODGX vs DVIPX
DODGX vs DVIPX Comparison
Open Charts DODGX vs DVIPX
Davenport Value & Income
Price$20.16
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets974.17M
DODGX vs DVIPX Comparison Chart in %
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DODGX vs. DVIPX commentary
Jul 27, 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 DODGX is a Buy and DVIPX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. DVIPX (974M). DVIPX pays higher dividends than DODGX: DVIPX (1.73) vs DODGX (1.38). DODGX was incepted earlier than DVIPX: DODGX (61 years) vs DVIPX (15 years). DVIPX (0.87) is less costly to investors than DODGX (0.51). DVIPX is a more actively managed with annual turnover of: 24.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than DVIPX: DODGX (2500) vs DVIPX (5000). DVIPX annual gain was more profitable for investors over the last year : 7.91 vs. DODGX (6.76). DODGX return over 5 years is better than : 75.02 vs. DVIPX (48.22).
| DODGX | DVIPX | DODGX / DVIPX | |
| Total Expense Ratio | 0.51 | 0.87 | 59% |
| Annual Report Gross Expense Ratio | 0.51 | 0.87 | 59% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 7.961 | 10.152 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 974M | 12,012% |
| Annual Yield % from dividends | 1.38 | 1.73 | 80% |
| Returns for 1 year | 6.76 | 7.91 | 85% |
| Returns for 3 years | 30.77 | 20.30 | 152% |
| Returns for 5 years | 75.02 | 48.22 | 156% |
| Returns for 10 years | 62.92 | 61.48 | 102% |
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