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DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$20.22
Change+$0.23 (+1.15%)
VolumeN/A
Net Assets233.33M
DODGX vs OFVIX Comparison Chart
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DODGX vs. OFVIX commentary
Jun 07, 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 OFVIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 110B vs. OFVIX (233M). OFVIX pays higher dividends than DODGX: OFVIX (1.94) vs DODGX (1.40). DODGX was incepted earlier than OFVIX: DODGX (60 years) vs OFVIX (9 years). OFVIX (0.54) is less costly to investors than DODGX (0.51). OFVIX is a more actively managed with annual turnover of: 53.57 vs. DODGX (15.00). 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 : 5.30 vs. OFVIX (4.71). OFVIX return over 5 years is better than : 73.49 vs. DODGX (59.35).
| DODGX | OFVIX | DODGX / OFVIX | |
| Total Expense Ratio | 0.51 | 0.54 | 94% |
| Annual Report Gross Expense Ratio | 0.51 | 0.54 | 94% |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 3.899 | 2.988 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 233M | 47,210% |
| Annual Yield % from dividends | 1.40 | 1.94 | 72% |
| Returns for 1 year | 5.30 | 4.71 | 113% |
| Returns for 3 years | 15.79 | 16.97 | 93% |
| Returns for 5 years | 59.35 | 73.49 | 81% |
| Returns for 10 years | 55.54 | N/A | - |
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