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DODGX vs WLCVX
DODGX vs WLCVX Comparison
Open Charts DODGX vs WLCVX
Wilshire Large Company Value Instl
Price$21.91
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets168.17M
DODGX vs WLCVX Comparison Chart
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DODGX vs. WLCVX commentary
Jan 24, 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 StrongBuy and WLCVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 112B vs. WLCVX (168M). DODGX pays higher dividends than WLCVX: DODGX (1.36) vs WLCVX (0.77). DODGX was incepted earlier than WLCVX: DODGX (60 years) vs WLCVX (29 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). DODGX (11.91) and WLCVX (11.78) have marching annual gain over last year. DODGX return over 5 years is better than : 45.38 vs. WLCVX (15.54).
| DODGX | WLCVX | DODGX / WLCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 29 years | - |
| Gain YTD | 4.814 | 4.789 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 168M | 66,667% |
| Annual Yield % from dividends | 1.36 | 0.77 | 176% |
| Returns for 1 year | 11.91 | 11.78 | 101% |
| Returns for 3 years | 14.17 | 6.13 | 231% |
| Returns for 5 years | 45.38 | 15.54 | 292% |
| Returns for 10 years | 61.20 | 19.39 | 316% |