Interact to see
Advertisement
Advertisement
DODGX vs LSVEX
DODGX vs LSVEX Comparison
Open Charts DODGX vs LSVEX
DODGX vs LSVEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. LSVEX commentary
Aug 03, 2026
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 LSVEX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 118B vs. LSVEX (1.24B). LSVEX pays higher dividends than DODGX: LSVEX (1.60) vs DODGX (1.05). DODGX was incepted earlier than LSVEX: DODGX (62 years) vs LSVEX (27 years). LSVEX (0.67) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 20.00 vs. LSVEX (12.00). DODGX has a lower initial minimum investment than LSVEX: DODGX (2500) vs LSVEX (100000). LSVEX (14.39) and DODGX (14.17) have marching annual gain over last year. DODGX return over 5 years is better than : 164.52 vs. LSVEX (9.36).
| DODGX | LSVEX | DODGX / LSVEX | |
| Total Expense Ratio | 0.51 | 0.67 | 76% |
| Annual Report Gross Expense Ratio | 0.51 | 0.67 | 76% |
| Fund Existence | 62 years | 27 years | - |
| Gain YTD | 8.825 | 19.256 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 1.24B | 9,547% |
| Annual Yield % from dividends | 1.05 | 1.60 | 65% |
| Returns for 1 year | 14.17 | 14.39 | 98% |
| Returns for 3 years | 109.71 | 26.73 | 410% |
| Returns for 5 years | 164.52 | 9.36 | 1,757% |
| Returns for 10 years | 493.60 | 61.78 | 799% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCECX | 19.15 | 0.41 | +2.19% |
| ClearBridge Emerging Markets C | |||
| FESMX | 15.73 | 0.07 | +0.45% |
| First Eagle U.S. SMID Cap Opportunity I | |||
| DEVIX | 80.95 | 0.23 | +0.28% |
| Nomura Small Cap Value Institutional | |||
| VHCOX | 112.95 | -0.01 | -0.01% |
| Vanguard Capital Opportunity Inv | |||
| GSMCX | 41.06 | -0.04 | -0.10% |
| Goldman Sachs Mid Cap Value Instl | |||