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DODGX vs LVAVX
DODGX vs LVAVX Comparison
Open Charts DODGX vs LVAVX
LSV Conservative Value Equity Investor
Price$14.27
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets130.22M
DODGX vs LVAVX Comparison Chart in %
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DODGX vs. LVAVX 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 LVAVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LVAVX (130M). LVAVX pays higher dividends than DODGX: LVAVX (1.79) vs DODGX (1.38). DODGX was incepted earlier than LVAVX: DODGX (61 years) vs LVAVX (11 years). LVAVX (0.81) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. LVAVX (9.00). LVAVX has a lower initial minimum investment than DODGX: LVAVX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 6.76 vs. LVAVX (-1.25). DODGX return over 5 years is better than : 75.02 vs. LVAVX (64.49).
| DODGX | LVAVX | DODGX / LVAVX | |
| Total Expense Ratio | 0.51 | 0.60 | 85% |
| Annual Report Gross Expense Ratio | 0.51 | 0.81 | 63% |
| Fund Existence | 61 years | 11 years | - |
| Gain YTD | 7.961 | 7.213 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 130M | 90,000% |
| Annual Yield % from dividends | 1.38 | 1.79 | 77% |
| Returns for 1 year | 6.76 | -1.25 | -542% |
| Returns for 3 years | 30.77 | 21.26 | 145% |
| Returns for 5 years | 75.02 | 64.49 | 116% |
| Returns for 10 years | 62.92 | 63.00 | 100% |
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