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DOXGX vs LSVMX
DOXGX vs LSVMX Comparison
Open Charts DOXGX vs LSVMX
LSV US Managed Volatility Institutional
Price$11.08
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets24.54M
DOXGX vs LSVMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. LSVMX (24.5M). LSVMX pays higher dividends than DOXGX: LSVMX (2.96) vs DOXGX (1.47). DOXGX was incepted earlier than LSVMX: DOXGX (3 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than DOXGX (0.46). LSVMX is a more actively managed with annual turnover of: 18.00 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than LSVMX: DOXGX (2500) vs LSVMX (100000). DOXGX annual gain was more profitable for investors over the last year : 8.43 vs. LSVMX (6.17).
| DOXGX | LSVMX | DOXGX / LSVMX | |
| Total Expense Ratio | 0.41 | 0.55 | 75% |
| Annual Report Gross Expense Ratio | 0.46 | 0.78 | 59% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | 7.699 | 9.703 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 24.5M | 465,306% |
| Annual Yield % from dividends | 1.47 | 2.96 | 50% |
| Returns for 1 year | 8.43 | 6.17 | 137% |
| Returns for 3 years | 32.25 | -3.72 | -868% |
| Returns for 5 years | N/A | 17.01 | - |
| Returns for 10 years | N/A | 30.32 | - |