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DODGX vs LVAEX
DODGX vs LVAEX Comparison
Open Charts DODGX vs LVAEX
LSV Value Equity Investor
Price$26.40
Change-$0.31 (-1.16%)
VolumeN/A
Net Assets1.15B
DODGX vs LVAEX Comparison Chart
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DODGX vs. LVAEX commentary
Jun 16, 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 LVAEX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LVAEX (1.15B). LVAEX pays higher dividends than DODGX: LVAEX (1.75) vs DODGX (1.40). DODGX was incepted earlier than LVAEX: DODGX (60 years) vs LVAEX (11 years). LVAEX (0.93) is less costly to investors than DODGX (0.51). LVAEX is a more actively managed with annual turnover of: 26.00 vs. DODGX (15.00). LVAEX has a lower initial minimum investment than DODGX: LVAEX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. LVAEX (1.85). DODGX return over 5 years is better than : 72.42 vs. LVAEX (33.61).
| DODGX | LVAEX | DODGX / LVAEX | |
| Total Expense Ratio | 0.51 | 0.93 | 55% |
| Annual Report Gross Expense Ratio | 0.51 | 0.93 | 55% |
| Fund Existence | 60 years | 11 years | - |
| Gain YTD | 3.642 | 1.188 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.15B | 9,896% |
| Annual Yield % from dividends | 1.40 | 1.75 | 80% |
| Returns for 1 year | 5.93 | 1.85 | 321% |
| Returns for 3 years | 28.15 | 8.76 | 321% |
| Returns for 5 years | 72.42 | 33.61 | 215% |
| Returns for 10 years | 53.93 | 29.72 | 181% |
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