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DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$20.17
Change-$0.29 (-1.42%)
VolumeN/A
Net Assets221.27M
DODGX vs OFVIX Comparison Chart
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DODGX vs. OFVIX commentary
Feb 23, 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: 118B vs. OFVIX (221M). 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). OFVIX annual gain was more profitable for investors over the last year : 11.50 vs. DODGX (10.52). OFVIX return over 5 years is better than : 54.86 vs. DODGX (45.00).
| 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 | 5.926 | 3.916 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 221M | 53,394% |
| Annual Yield % from dividends | 1.36 | 1.96 | 69% |
| Returns for 1 year | 10.52 | 11.50 | 91% |
| Returns for 3 years | 15.92 | 20.32 | 78% |
| Returns for 5 years | 45.00 | 54.86 | 82% |
| Returns for 10 years | 57.97 | N/A | - |
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