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DODGX vs SMVLX
DODGX vs SMVLX Comparison
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DODGX vs SMVLX Comparison Chart in %
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DODGX vs. SMVLX commentary
Sep 29, 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 SMVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 121B vs. SMVLX (4.56B). DODGX pays higher dividends than SMVLX: DODGX (1.34) vs SMVLX (1.03). DODGX was incepted earlier than SMVLX: DODGX (61 years) vs SMVLX (18 years). SMVLX (1.22) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. SMVLX (13.30). DODGX has a lower initial minimum investment than SMVLX: DODGX (2500) vs SMVLX (3000). DODGX annual gain was more profitable for investors over the last year : 3.35 vs. SMVLX (0.97). SMVLX return over 5 years is better than : 94.61 vs. DODGX (78.53).
| DODGX | SMVLX | DODGX / SMVLX | |
| Total Expense Ratio | 0.51 | 1.22 | 42% |
| Annual Report Gross Expense Ratio | 0.51 | 1.22 | 42% |
| Fund Existence | 61 years | 18 years | - |
| Gain YTD | 8.851 | 5.133 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 4.56B | 2,656% |
| Annual Yield % from dividends | 1.34 | 1.03 | 129% |
| Returns for 1 year | 3.35 | 0.97 | 345% |
| Returns for 3 years | 45.75 | 46.56 | 98% |
| Returns for 5 years | 78.53 | 94.61 | 83% |
| Returns for 10 years | 87.64 | 134.62 | 65% |
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