Interact to see
Advertisement
Advertisement
DOXGX vs LSVMX
DOXGX vs LSVMX Comparison
Open Charts DOXGX vs LSVMX
LSV US Managed Volatility Institutional
Price$10.80
Change+$0.09 (+0.84%)
VolumeN/A
Net Assets23.71M
DOXGX vs LSVMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 110B vs. LSVMX (23.7M). LSVMX pays higher dividends than DOXGX: LSVMX (3.00) vs DOXGX (1.49). DOXGX was incepted earlier than LSVMX: DOXGX (3 years) vs LSVMX (11 years). LSVMX (0.78) is less costly to investors than DOXGX (0.46). LSVMX is a more actively managed with annual turnover of: 18.00 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than LSVMX: DOXGX (2500) vs LSVMX (100000). DOXGX annual gain was more profitable for investors over the last year : 5.40 vs. LSVMX (2.06).
| DOXGX | LSVMX | DOXGX / LSVMX | |
| Total Expense Ratio | 0.41 | 0.55 | 75% |
| Annual Report Gross Expense Ratio | 0.46 | 0.78 | 59% |
| Fund Existence | 3 years | 11 years | - |
| Gain YTD | 3.942 | 6.040 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 23.7M | 464,135% |
| Annual Yield % from dividends | 1.49 | 3.00 | 50% |
| Returns for 1 year | 5.40 | 2.06 | 262% |
| Returns for 3 years | 16.06 | -11.58 | -139% |
| Returns for 5 years | N/A | 6.23 | - |
| Returns for 10 years | N/A | 26.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement