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DODGX vs WLCVX
DODGX vs WLCVX Comparison
Open Charts DODGX vs WLCVX
Wilshire Large Company Value Instl
Price$21.13
Change-$0.10 (-0.47%)
VolumeN/A
Net Assets158.86M
DODGX vs WLCVX Comparison Chart
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DODGX vs. WLCVX commentary
May 25, 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 WLCVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. WLCVX (159M). DODGX pays higher dividends than WLCVX: DODGX (1.45) vs WLCVX (1.35). DODGX was incepted earlier than WLCVX: DODGX (60 years) vs WLCVX (29 years). WLCVX (1.03) is less costly to investors than DODGX (0.51). WLCVX is a more actively managed with annual turnover of: 38.00 vs. DODGX (15.00). DODGX has a lower initial minimum investment than WLCVX: DODGX (2500) vs WLCVX (250000). DODGX annual gain was more profitable for investors over the last year : 3.12 vs. WLCVX (0.22). DODGX return over 5 years is better than : 79.29 vs. WLCVX (46.10).
| DODGX | WLCVX | DODGX / WLCVX | |
| Total Expense Ratio | 0.51 | 1.00 | 51% |
| Annual Report Gross Expense Ratio | 0.51 | 1.03 | 50% |
| Fund Existence | 60 years | 29 years | - |
| Gain YTD | 1.203 | 1.197 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 159M | 69,182% |
| Annual Yield % from dividends | 1.45 | 1.35 | 107% |
| Returns for 1 year | 3.12 | 0.22 | 1,399% |
| Returns for 3 years | 17.95 | 10.65 | 169% |
| Returns for 5 years | 79.29 | 46.10 | 172% |
| Returns for 10 years | 51.33 | 12.02 | 427% |
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