Interact to see
Advertisement
Advertisement
DODGX vs DVIPX
DODGX vs DVIPX Comparison
Open Charts DODGX vs DVIPX
Davenport Value & Income
Price$20.19
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets984.48M
DODGX vs DVIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. DVIPX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. DVIPX (984M). DVIPX pays higher dividends than DODGX: DVIPX (1.67) vs DODGX (1.34). DODGX was incepted earlier than DVIPX: DODGX (61 years) vs DVIPX (15 years). DVIPX (0.86) 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). DODGX annual gain was more profitable for investors over the last year : 3.35 vs. DVIPX (2.73). DODGX return over 5 years is better than : 78.53 vs. DVIPX (45.78).
| DODGX | DVIPX | DODGX / DVIPX | |
| Total Expense Ratio | 0.51 | 0.86 | 59% |
| Annual Report Gross Expense Ratio | 0.51 | 0.86 | 59% |
| Fund Existence | 61 years | 15 years | - |
| Gain YTD | 8.851 | 10.747 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 984M | 12,297% |
| Annual Yield % from dividends | 1.34 | 1.67 | 80% |
| Returns for 1 year | 3.35 | 2.73 | 123% |
| Returns for 3 years | 45.75 | 34.35 | 133% |
| Returns for 5 years | 78.53 | 45.78 | 172% |
| Returns for 10 years | 87.64 | 80.60 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement