Ad is loading...
DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$19.27
Change-$0.63 (-3.17%)
VolumeN/A
CapitalizationN/A
DODGX vs OFVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. OFVIX commentary
Dec 19, 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 Hold and OFVIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 120B vs. OFVIX (217M). OFVIX pays higher dividends than DODGX: OFVIX (1.96) vs DODGX (1.36). DODGX was incepted earlier than OFVIX: DODGX (60 years) vs OFVIX (9 years). OFVIX is a more actively managed with annual turnover of: 63.50 vs. DODGX (12.00). DODGX has a lower initial minimum investment than OFVIX: DODGX (2500) vs OFVIX (10000). DODGX annual gain was more profitable for investors over the last year : 15.24 vs. OFVIX (13.96). OFVIX (51.29) and DODGX (48.97) have equivalent 5 years return.
| DODGX | OFVIX | DODGX / OFVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 13.980 | 13.010 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 217M | 55,300% |
| Annual Yield % from dividends | 1.36 | 1.96 | 69% |
| Returns for 1 year | 15.24 | 13.96 | 109% |
| Returns for 3 years | 15.78 | 16.45 | 96% |
| Returns for 5 years | 48.97 | 51.29 | 95% |
| Returns for 10 years | 60.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...