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DODGX vs LOMAX
DODGX vs LOMAX Comparison
Open Charts DODGX vs LOMAX
DODGX vs LOMAX Comparison Chart
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DODGX vs. LOMAX commentary
Apr 10, 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 Hold and LOMAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. LOMAX (86.7M). LOMAX pays higher dividends than DODGX: LOMAX (2.89) vs DODGX (1.40). DODGX was incepted earlier than LOMAX: DODGX (60 years) vs LOMAX (27 years). LOMAX (1.00) is less costly to investors than DODGX (0.51). LOMAX is a more actively managed with annual turnover of: 30.46 vs. DODGX (12.00). DODGX (2500) and LOMAX (2500) have matching initial minimum investment requirements. LOMAX annual gain was more profitable for investors over the last year : -2.89 vs. DODGX (-8.00). DODGX return over 5 years is better than : 64.32 vs. LOMAX (30.81).
| DODGX | LOMAX | DODGX / LOMAX | |
| Total Expense Ratio | 0.51 | 0.71 | 72% |
| Annual Report Gross Expense Ratio | 0.51 | 1.00 | 51% |
| Fund Existence | 60 years | 27 years | - |
| Gain YTD | -9.552 | -3.722 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 86.7M | 131,488% |
| Annual Yield % from dividends | 1.40 | 2.89 | 48% |
| Returns for 1 year | -8.00 | -2.89 | 277% |
| Returns for 3 years | -2.87 | -4.15 | 69% |
| Returns for 5 years | 64.32 | 30.81 | 209% |
| Returns for 10 years | 36.33 | 19.05 | 191% |