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DODGX vs LVAEX
DODGX vs LVAEX Comparison
Open Charts DODGX vs LVAEX
LSV Value Equity Investor
Price$28.90
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.28B
DODGX vs LVAEX Comparison Chart in %
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DODGX vs. LVAEX commentary
Aug 30, 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 LVAEX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. LVAEX (1.28B). LVAEX pays higher dividends than DODGX: LVAEX (1.68) vs DODGX (1.39). DODGX was incepted earlier than LVAEX: DODGX (61 years) vs LVAEX (11 years). LVAEX (0.93) is less costly to investors than DODGX (0.51). LVAEX is a more actively managed with annual turnover of: 26.00 vs. DODGX (15.00). LVAEX has a lower initial minimum investment than DODGX: LVAEX (1000) vs DODGX (2500). LVAEX annual gain was more profitable for investors over the last year : 4.78 vs. DODGX (4.11). DODGX return over 5 years is better than : 67.67 vs. LVAEX (36.91).
| DODGX | LVAEX | DODGX / LVAEX | |
| Total Expense Ratio | 0.51 | 0.93 | 55% |
| Annual Report Gross Expense Ratio | 0.51 | 0.93 | 55% |
| Fund Existence | 61 years | 11 years | - |
| Gain YTD | 9.314 | 10.809 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.28B | 9,055% |
| Annual Yield % from dividends | 1.39 | 1.68 | 83% |
| Returns for 1 year | 4.11 | 4.78 | 86% |
| Returns for 3 years | 30.84 | 16.57 | 186% |
| Returns for 5 years | 67.67 | 36.91 | 183% |
| Returns for 10 years | 81.42 | 57.23 | 142% |
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