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DODGX vs LVAMX
DODGX vs LVAMX Comparison
Open Charts DODGX vs LVAMX
LSV US Managed Volatility Investor
Price$11.29
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets24.63M
DODGX vs LVAMX Comparison Chart in %
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DODGX vs. LVAMX commentary
Aug 19, 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: 116B vs. LVAMX (24.6M). LVAMX pays higher dividends than DODGX: LVAMX (2.72) vs DODGX (1.39). 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 : 4.67 vs. LVAMX (1.38). DODGX return over 5 years is better than : 67.01 vs. LVAMX (11.21).
| 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 | 7.197 | 10.362 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 24.6M | 471,545% |
| Annual Yield % from dividends | 1.39 | 2.72 | 51% |
| Returns for 1 year | 4.67 | 1.38 | 338% |
| Returns for 3 years | 20.83 | -7.35 | -283% |
| Returns for 5 years | 67.01 | 11.21 | 598% |
| Returns for 10 years | 62.58 | 26.03 | 240% |
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