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DODGX vs LOMAX
DODGX vs LOMAX Comparison
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DODGX vs LOMAX Comparison Chart in %
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DODGX vs. LOMAX commentary
Jul 19, 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 LOMAX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. LOMAX (96.6M). LOMAX pays higher dividends than DODGX: LOMAX (2.86) vs DODGX (1.38). DODGX was incepted earlier than LOMAX: DODGX (61 years) vs LOMAX (28 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 (15.00). DODGX (2500) and LOMAX (2500) have matching initial minimum investment requirements. LOMAX annual gain was more profitable for investors over the last year : 4.75 vs. DODGX (3.40). DODGX return over 5 years is better than : 72.88 vs. LOMAX (41.43).
| DODGX | LOMAX | DODGX / LOMAX | |
| Total Expense Ratio | 0.51 | 0.71 | 72% |
| Annual Report Gross Expense Ratio | 0.51 | 1.00 | 51% |
| Fund Existence | 61 years | 28 years | - |
| Gain YTD | 6.267 | 8.063 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 96.6M | 121,118% |
| Annual Yield % from dividends | 1.38 | 2.86 | 48% |
| Returns for 1 year | 3.40 | 4.75 | 71% |
| Returns for 3 years | 31.53 | 19.42 | 162% |
| Returns for 5 years | 72.88 | 41.43 | 176% |
| Returns for 10 years | 57.21 | 36.25 | 158% |
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