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DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$21.31
Change-$0.06 (-0.28%)
VolumeN/A
CapitalizationN/A
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DODGX vs OFVIX Comparison Chart
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DODGX vs. OFVIX commentary
Sep 21, 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 StrongBuy and OFVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. OFVIX (220M). 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 : 28.53 vs. DODGX (20.73). OFVIX return over 5 years is better than : 70.20 vs. DODGX (50.19).
| 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 | 12.733 | 18.785 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 220M | 52,727% |
| Annual Yield % from dividends | 1.36 | 1.96 | 69% |
| Returns for 1 year | 20.73 | 28.53 | 73% |
| Returns for 3 years | 20.35 | 28.21 | 72% |
| Returns for 5 years | 50.19 | 70.20 | 71% |
| Returns for 10 years | 58.41 | N/A | - |
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