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DODGX vs UVALX
DODGX vs UVALX Comparison
Open Charts DODGX vs UVALX
DODGX vs UVALX Comparison Chart in %
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DODGX vs. UVALX commentary
Jun 30, 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 Hold and UVALX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 119B vs. UVALX (1.45B). DODGX pays higher dividends than UVALX: DODGX (1.24) vs UVALX (1.05). DODGX was incepted earlier than UVALX: DODGX (62 years) vs UVALX (25 years). UVALX (0.95) is less costly to investors than DODGX (0.51). UVALX is a more actively managed with annual turnover of: 50.00 vs. DODGX (20.00). DODGX has a lower initial minimum investment than UVALX: DODGX (2500) vs UVALX (3000). UVALX annual gain was more profitable for investors over the last year : 10.42 vs. DODGX (6.51). DODGX return over 5 years is better than : 147.43 vs. UVALX (21.96).
| DODGX | UVALX | DODGX / UVALX | |
| Total Expense Ratio | 0.51 | 0.95 | 54% |
| Annual Report Gross Expense Ratio | 0.51 | 0.95 | 54% |
| Fund Existence | 62 years | 25 years | - |
| Gain YTD | 2.455 | 8.899 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.45B | 8,218% |
| Annual Yield % from dividends | 1.24 | 1.05 | 118% |
| Returns for 1 year | 6.51 | 10.42 | 62% |
| Returns for 3 years | 106.34 | 27.97 | 380% |
| Returns for 5 years | 147.43 | 21.96 | 671% |
| Returns for 10 years | 479.50 | 23.44 | 2,046% |
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