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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
Apr 17, 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 Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LMVFX (3.52B). DODGX pays higher dividends than LMVFX: DODGX (1.40) vs LMVFX (0.39). DODGX was incepted earlier than LMVFX: DODGX (60 years) vs LMVFX (24 years). LMVFX (1.16) is less costly to investors than DODGX (0.51). LMVFX is a more actively managed with annual turnover of: 54.00 vs. DODGX (12.00). 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 : -0.20 vs. LMVFX (-5.19). DODGX return over 5 years is better than : 72.33 vs. LMVFX (45.08).
| DODGX | LMVFX | DODGX / LMVFX | |
| Total Expense Ratio | 0.51 | 1.15 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.16 | 44% |
| Fund Existence | 60 years | 24 years | - |
| Gain YTD | -5.236 | -7.247 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 3.52B | 3,241% |
| Annual Yield % from dividends | 1.40 | 0.39 | 355% |
| Returns for 1 year | -0.20 | -5.19 | 4% |
| Returns for 3 years | 3.11 | -4.86 | -64% |
| Returns for 5 years | 72.33 | 45.08 | 160% |
| Returns for 10 years | 44.18 | 46.94 | 94% |
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