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DODGX vs WHGLX
DODGX vs WHGLX Comparison
Open Charts DODGX vs WHGLX
Westwood Quality Value Fund Inst
Price$14.04
Change+$0.10 (+0.72%)
VolumeN/A
Net Assets183.29M
DODGX vs WHGLX Comparison Chart in %
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DODGX vs. WHGLX commentary
Jul 07, 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 WHGLX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. WHGLX (183M). DODGX (1.38) and WHGLX (1.32) have matching dividends . DODGX was incepted earlier than WHGLX: DODGX (61 years) vs WHGLX (19 years). WHGLX (0.69) is less costly to investors than DODGX (0.51). WHGLX is a more actively managed with annual turnover of: 42.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than WHGLX: DODGX (2500) vs WHGLX (100000). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. WHGLX (2.15). DODGX return over 5 years is better than : 79.15 vs. WHGLX (31.02).
| DODGX | WHGLX | DODGX / WHGLX | |
| Total Expense Ratio | 0.51 | 0.62 | 82% |
| Annual Report Gross Expense Ratio | 0.51 | 0.69 | 74% |
| Fund Existence | 61 years | 19 years | - |
| Gain YTD | 7.647 | 4.154 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 183M | 62,295% |
| Annual Yield % from dividends | 1.38 | 1.32 | 105% |
| Returns for 1 year | 8.33 | 2.15 | 388% |
| Returns for 3 years | 31.93 | 22.78 | 140% |
| Returns for 5 years | 79.15 | 31.02 | 255% |
| Returns for 10 years | 63.83 | 32.97 | 194% |
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