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DODGX vs WLCVX
DODGX vs WLCVX Comparison
Open Charts DODGX vs WLCVX
Wilshire Large Company Value Instl
Price$23.64
Change-$0.17 (-0.71%)
VolumeN/A
CapitalizationN/A
DODGX vs WLCVX Comparison Chart
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DODGX vs. WLCVX commentary
Nov 13, 2024
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 StrongBuy and WLCVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 115B vs. WLCVX (175M). DODGX pays higher dividends than WLCVX: DODGX (1.36) vs WLCVX (0.77). DODGX was incepted earlier than WLCVX: DODGX (60 years) vs WLCVX (28 years). WLCVX is a more actively managed with annual turnover of: 50.00 vs. DODGX (12.00). DODGX has a lower initial minimum investment than WLCVX: DODGX (2500) vs WLCVX (250000). WLCVX (29.39) and DODGX (28.80) have marching annual gain over last year. DODGX return over 5 years is better than : 52.44 vs. WLCVX (21.94).
| DODGX | WLCVX | DODGX / WLCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 28 years | - |
| Gain YTD | 18.462 | 19.588 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 175M | 65,714% |
| Annual Yield % from dividends | 1.36 | 0.77 | 176% |
| Returns for 1 year | 28.80 | 29.39 | 98% |
| Returns for 3 years | 16.89 | -1.37 | -1,230% |
| Returns for 5 years | 52.44 | 21.94 | 239% |
| Returns for 10 years | 66.76 | 15.97 | 418% |