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DODGX vs LVAEX
DODGX vs LVAEX Comparison
Open Charts DODGX vs LVAEX
LSV Value Equity Investor
Price$27.95
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets1.22B
DODGX vs LVAEX Comparison Chart in %
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DODGX vs. LVAEX commentary
Jul 27, 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: 117B vs. LVAEX (1.23B). LVAEX pays higher dividends than DODGX: LVAEX (1.69) vs DODGX (1.38). DODGX was incepted earlier than LVAEX: DODGX (61 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 : 6.76 vs. LVAEX (3.51). DODGX return over 5 years is better than : 75.02 vs. LVAEX (38.66).
| DODGX | LVAEX | DODGX / LVAEX | |
| Total Expense Ratio | 0.51 | 0.93 | 55% |
| Annual Report Gross Expense Ratio | 0.51 | 0.93 | 55% |
| Fund Existence | 61 years | 11 years | - |
| Gain YTD | 7.961 | 7.129 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.23B | 9,551% |
| Annual Yield % from dividends | 1.38 | 1.69 | 82% |
| Returns for 1 year | 6.76 | 3.51 | 192% |
| Returns for 3 years | 30.77 | 13.69 | 225% |
| Returns for 5 years | 75.02 | 38.66 | 194% |
| Returns for 10 years | 62.92 | 39.90 | 158% |
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