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DOGMX vs LTBYX
DOGMX vs LTBYX Comparison
Open Charts DOGMX vs LTBYX
DFA Oregon Municipal Bond Instl
Price$9.71
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets88.33M
Invesco Rochester® Limited Tm NY Mncpl Y
Price$2.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.42B
DOGMX vs LTBYX Comparison Chart
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DOGMX vs. LTBYX commentary
Jun 08, 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 DOGMX is a Hold and LTBYX is a Hold.
FUNDAMENTALS
Fundamentals
LTBYX has more cash in the bank: 1.42B vs. DOGMX (88.3M). LTBYX pays higher dividends than DOGMX: LTBYX (3.71) vs DOGMX (1.98). DOGMX was incepted earlier than LTBYX: DOGMX (6 years) vs LTBYX (14 years). LTBYX (0.65) is less costly to investors than DOGMX (0.36). LTBYX is a more actively managed with annual turnover of: 26.00 vs. DOGMX (13.00). DOGMX has a lower initial minimum investment than LTBYX: DOGMX (0) vs LTBYX (1000). DOGMX annual gain was more profitable for investors over the last year : 2.09 vs. LTBYX (1.85). LTBYX return over 5 years is better than : 7.11 vs. DOGMX (-0.50).
| DOGMX | LTBYX | DOGMX / LTBYX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.36 | 0.65 | 55% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 0.308 | -0.254 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.3M | 1.42B | 6% |
| Annual Yield % from dividends | 1.98 | 3.71 | 53% |
| Returns for 1 year | 2.09 | 1.85 | 113% |
| Returns for 3 years | 3.63 | 6.84 | 53% |
| Returns for 5 years | -0.50 | 7.11 | -7% |
| Returns for 10 years | N/A | 16.18 | - |
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