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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
Jun 04, 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 (3.7B). DODGX pays higher dividends than LMVFX: DODGX (1.40) vs LMVFX (0.40). 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 : 3.38 vs. LMVFX (-5.06). DODGX return over 5 years is better than : 64.55 vs. LMVFX (35.91).
| 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 | 2.479 | -1.933 | -128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 3.7B | 2,971% |
| Annual Yield % from dividends | 1.40 | 0.40 | 350% |
| Returns for 1 year | 3.38 | -5.06 | -67% |
| Returns for 3 years | 15.43 | 5.08 | 304% |
| Returns for 5 years | 64.55 | 35.91 | 180% |
| Returns for 10 years | 52.46 | 54.60 | 96% |
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