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DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$17.81
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets200.05M
DODGX vs OFVIX Comparison Chart
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DODGX vs. OFVIX commentary
Apr 18, 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: 114B vs. OFVIX (200M). OFVIX pays higher dividends than DODGX: OFVIX (1.97) 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 (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 : -0.20 vs. OFVIX (-2.96). OFVIX return over 5 years is better than : 83.49 vs. DODGX (72.33).
| 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 | -5.236 | -7.110 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 200M | 57,000% |
| Annual Yield % from dividends | 1.40 | 1.97 | 71% |
| Returns for 1 year | -0.20 | -2.96 | 7% |
| Returns for 3 years | 3.11 | 4.10 | 76% |
| Returns for 5 years | 72.33 | 83.49 | 87% |
| Returns for 10 years | 44.18 | N/A | - |
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