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DODGX vs LSVMX
DODGX vs LSVMX Comparison
Open Charts DODGX vs LSVMX
LSV US Managed Volatility Institutional
Price$11.08
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets24.54M
DODGX vs LSVMX Comparison Chart in %
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DODGX vs. LSVMX commentary
Jul 06, 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: 114B vs. LSVMX (24.5M). LSVMX pays higher dividends than DODGX: LSVMX (2.96) vs DODGX (1.38). 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 : 8.33 vs. LSVMX (6.17). DODGX return over 5 years is better than : 79.15 vs. LSVMX (17.01).
| 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 | 7.647 | 9.703 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 24.5M | 465,306% |
| Annual Yield % from dividends | 1.38 | 2.96 | 47% |
| Returns for 1 year | 8.33 | 6.17 | 135% |
| Returns for 3 years | 31.93 | -3.72 | -859% |
| Returns for 5 years | 79.15 | 17.01 | 465% |
| Returns for 10 years | 63.83 | 30.32 | 211% |
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