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DOXGX vs LVAEX
DOXGX vs LVAEX Comparison
Open Charts DOXGX vs LVAEX
LSV Value Equity Investor
Price$29.12
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets1.3B
DOXGX vs LVAEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 116B vs. LVAEX (1.3B). LVAEX pays higher dividends than DOXGX: LVAEX (1.59) vs DOXGX (1.43). DOXGX was incepted earlier than LVAEX: DOXGX (3 years) vs LVAEX (11 years). LVAEX (0.92) is less costly to investors than DOXGX (0.46). LVAEX is a more actively managed with annual turnover of: 26.00 vs. DOXGX (15.00). LVAEX has a lower initial minimum investment than DOXGX: LVAEX (1000) vs DOXGX (2500). LVAEX annual gain was more profitable for investors over the last year : 7.64 vs. DOXGX (5.29).
| DOXGX | LVAEX | DOXGX / LVAEX | |
| Total Expense Ratio | 0.41 | 0.92 | 45% |
| Annual Report Gross Expense Ratio | 0.46 | 0.92 | 50% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | 9.064 | 11.767 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.3B | 8,930% |
| Annual Yield % from dividends | 1.43 | 1.59 | 90% |
| Returns for 1 year | 5.29 | 7.64 | 69% |
| Returns for 3 years | 34.21 | 20.46 | 167% |
| Returns for 5 years | N/A | 39.23 | - |
| Returns for 10 years | N/A | 54.41 | - |
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