Interact to see
Advertisement
Advertisement
DODGX vs LVAMX
DODGX vs LVAMX Comparison
Open Charts DODGX vs LVAMX
LSV US Managed Volatility Investor
Price$11.21
Change+$0.06 (+0.54%)
VolumeN/A
Net Assets24.54M
DODGX vs LVAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. LVAMX commentary
Jul 07, 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 LVAMX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LVAMX (24.5M). LVAMX pays higher dividends than DODGX: LVAMX (2.70) vs DODGX (1.38). DODGX was incepted earlier than LVAMX: DODGX (61 years) vs LVAMX (11 years). LVAMX (1.03) is less costly to investors than DODGX (0.51). LVAMX is a more actively managed with annual turnover of: 18.00 vs. DODGX (15.00). LVAMX has a lower initial minimum investment than DODGX: LVAMX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. LVAMX (6.11). DODGX return over 5 years is better than : 79.15 vs. LVAMX (15.92).
| DODGX | LVAMX | DODGX / LVAMX | |
| Total Expense Ratio | 0.51 | 0.80 | 64% |
| Annual Report Gross Expense Ratio | 0.51 | 1.03 | 50% |
| Fund Existence | 61 years | 11 years | - |
| Gain YTD | 7.647 | 9.580 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 24.5M | 465,306% |
| Annual Yield % from dividends | 1.38 | 2.70 | 51% |
| Returns for 1 year | 8.33 | 6.11 | 136% |
| Returns for 3 years | 31.93 | -4.23 | -755% |
| Returns for 5 years | 79.15 | 15.92 | 497% |
| Returns for 10 years | 63.83 | 27.80 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement