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DODGX vs LSVMX
DODGX vs LSVMX Comparison
Open Charts DODGX vs LSVMX
LSV US Managed Volatility Institutional
Price$11.16
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets24.63M
DODGX vs LSVMX Comparison Chart in %
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DODGX vs. LSVMX commentary
Aug 18, 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 LSVMX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LSVMX (24.6M). LSVMX pays higher dividends than DODGX: LSVMX (2.98) vs DODGX (1.39). DODGX was incepted earlier than LSVMX: DODGX (61 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than DODGX (0.51). LSVMX is a more actively managed with annual turnover of: 18.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than LSVMX: DODGX (2500) vs LSVMX (100000). DODGX annual gain was more profitable for investors over the last year : 4.67 vs. LSVMX (1.40). DODGX return over 5 years is better than : 67.01 vs. LSVMX (12.25).
| DODGX | LSVMX | DODGX / LSVMX | |
| Total Expense Ratio | 0.51 | 0.55 | 93% |
| Annual Report Gross Expense Ratio | 0.51 | 0.78 | 65% |
| Fund Existence | 61 years | 11 years | - |
| Gain YTD | 7.197 | 10.495 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 24.6M | 471,545% |
| Annual Yield % from dividends | 1.39 | 2.98 | 47% |
| Returns for 1 year | 4.67 | 1.40 | 333% |
| Returns for 3 years | 20.83 | -6.95 | -300% |
| Returns for 5 years | 67.01 | 12.25 | 547% |
| Returns for 10 years | 62.58 | 28.53 | 219% |
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