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DODGX vs LVAMX
DODGX vs LVAMX Comparison
Open Charts DODGX vs LVAMX
LSV US Managed Volatility Investor
Price$10.87
Change-$0.09 (-0.82%)
VolumeN/A
Net Assets23.79M
DODGX vs LVAMX Comparison Chart
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DODGX vs. LVAMX 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 LVAMX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LVAMX (23.8M). LVAMX pays higher dividends than DODGX: LVAMX (2.74) vs DODGX (1.40). DODGX was incepted earlier than LVAMX: DODGX (60 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 : 5.93 vs. LVAMX (3.17). DODGX return over 5 years is better than : 72.42 vs. LVAMX (12.20).
| DODGX | LVAMX | DODGX / LVAMX | |
| Total Expense Ratio | 0.51 | 0.80 | 64% |
| Annual Report Gross Expense Ratio | 0.51 | 1.03 | 50% |
| Fund Existence | 60 years | 11 years | - |
| Gain YTD | 3.642 | 6.256 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 23.8M | 478,992% |
| Annual Yield % from dividends | 1.40 | 2.74 | 51% |
| Returns for 1 year | 5.93 | 3.17 | 187% |
| Returns for 3 years | 28.15 | -4.57 | -616% |
| Returns for 5 years | 72.42 | 12.20 | 594% |
| Returns for 10 years | 53.93 | 23.12 | 233% |
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