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DODGX vs UVALX
DODGX vs UVALX Comparison
Open Charts DODGX vs UVALX
DODGX vs UVALX Comparison Chart in %
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DODGX vs. UVALX 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 UVALX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. UVALX (1.33B). DODGX pays higher dividends than UVALX: DODGX (1.38) vs UVALX (1.24). DODGX was incepted earlier than UVALX: DODGX (61 years) vs UVALX (24 years). UVALX (0.94) is less costly to investors than DODGX (0.51). UVALX is a more actively managed with annual turnover of: 42.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than UVALX: DODGX (2500) vs UVALX (3000). DODGX annual gain was more profitable for investors over the last year : 6.76 vs. UVALX (-0.71). DODGX return over 5 years is better than : 75.02 vs. UVALX (57.06).
| DODGX | UVALX | DODGX / UVALX | |
| Total Expense Ratio | 0.51 | 0.94 | 54% |
| Annual Report Gross Expense Ratio | 0.51 | 0.94 | 54% |
| Fund Existence | 61 years | 24 years | - |
| Gain YTD | 7.961 | 7.435 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.33B | 8,817% |
| Annual Yield % from dividends | 1.38 | 1.24 | 111% |
| Returns for 1 year | 6.76 | -0.71 | -954% |
| Returns for 3 years | 30.77 | 20.17 | 153% |
| Returns for 5 years | 75.02 | 57.06 | 131% |
| Returns for 10 years | 62.92 | 6.19 | 1,017% |
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