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DODGX vs LVAEX
DODGX vs LVAEX Comparison
Open Charts DODGX vs LVAEX
LSV Value Equity Investor
Price$27.89
Change+$0.13 (+0.47%)
VolumeN/A
Net Assets1.22B
DODGX vs LVAEX Comparison Chart in %
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DODGX vs. LVAEX 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 LVAEX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LVAEX (1.22B). 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 : 8.33 vs. LVAEX (7.03). DODGX return over 5 years is better than : 79.15 vs. LVAEX (43.05).
| 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 | 7.647 | 6.899 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.22B | 9,321% |
| Annual Yield % from dividends | 1.38 | 1.69 | 82% |
| Returns for 1 year | 8.33 | 7.03 | 119% |
| Returns for 3 years | 31.93 | 15.44 | 207% |
| Returns for 5 years | 79.15 | 43.05 | 184% |
| Returns for 10 years | 63.83 | 39.48 | 162% |
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