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DODGX vs LMVFX
DODGX vs LMVFX Comparison
Open Charts DODGX vs LMVFX
DODGX vs LMVFX Comparison Chart
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DODGX vs. LMVFX commentary
May 11, 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 LMVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. LMVFX (3.63B). DODGX pays higher dividends than LMVFX: DODGX (1.45) vs LMVFX (0.41). DODGX was incepted earlier than LMVFX: DODGX (60 years) vs LMVFX (24 years). LMVFX (1.17) is less costly to investors than DODGX (0.51). LMVFX is a more actively managed with annual turnover of: 54.00 vs. DODGX (15.00). LMVFX has a lower initial minimum investment than DODGX: LMVFX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 1.38 vs. LMVFX (-6.87). DODGX return over 5 years is better than : 75.63 vs. LMVFX (43.81).
| DODGX | LMVFX | DODGX / LMVFX | |
| Total Expense Ratio | 0.51 | 1.14 | 45% |
| Annual Report Gross Expense Ratio | 0.51 | 1.17 | 44% |
| Fund Existence | 60 years | 24 years | - |
| Gain YTD | 0.001 | -3.992 | -0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 3.63B | 3,034% |
| Annual Yield % from dividends | 1.45 | 0.41 | 350% |
| Returns for 1 year | 1.38 | -6.87 | -20% |
| Returns for 3 years | 18.04 | 10.19 | 177% |
| Returns for 5 years | 75.63 | 43.81 | 173% |
| Returns for 10 years | 50.43 | 50.22 | 100% |