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DODGX vs LVAEX
DODGX vs LVAEX Comparison
Open Charts DODGX vs LVAEX
LSV Value Equity Investor
Price$29.12
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets1.3B
DODGX vs LVAEX Comparison Chart in %
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DODGX vs. LVAEX commentary
Sep 08, 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: 116B vs. LVAEX (1.3B). LVAEX pays higher dividends than DODGX: LVAEX (1.59) vs DODGX (1.34). DODGX was incepted earlier than LVAEX: DODGX (61 years) vs LVAEX (11 years). LVAEX (0.92) 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). LVAEX annual gain was more profitable for investors over the last year : 7.64 vs. DODGX (5.19). DODGX return over 5 years is better than : 69.07 vs. LVAEX (39.23).
| DODGX | LVAEX | DODGX / LVAEX | |
| Total Expense Ratio | 0.51 | 0.92 | 55% |
| Annual Report Gross Expense Ratio | 0.51 | 0.92 | 55% |
| Fund Existence | 61 years | 11 years | - |
| Gain YTD | 8.992 | 11.767 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.3B | 8,930% |
| Annual Yield % from dividends | 1.34 | 1.59 | 84% |
| Returns for 1 year | 5.19 | 7.64 | 68% |
| Returns for 3 years | 33.89 | 20.46 | 166% |
| Returns for 5 years | 69.07 | 39.23 | 176% |
| Returns for 10 years | 76.03 | 54.41 | 140% |
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