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DODGX vs OALVX
DODGX vs OALVX Comparison
Open Charts DODGX vs OALVX
Optimum Large Cap Value A
Price$20.17
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets1.92B
DODGX vs OALVX Comparison Chart in %
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DODGX vs. OALVX commentary
Sep 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 DODGX is a Buy and OALVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. OALVX (1.92B). DODGX pays higher dividends than OALVX: DODGX (1.34) vs OALVX (0.76). DODGX was incepted earlier than OALVX: DODGX (61 years) vs OALVX (22 years). OALVX (1.17) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. OALVX (11.00). OALVX has a lower initial minimum investment than DODGX: OALVX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. OALVX (3.26). DODGX return over 5 years is better than : 69.07 vs. OALVX (31.37).
| DODGX | OALVX | DODGX / OALVX | |
| Total Expense Ratio | 0.51 | 1.17 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.17 | 44% |
| Fund Existence | 61 years | 22 years | - |
| Gain YTD | 8.992 | 9.382 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.92B | 6,051% |
| Annual Yield % from dividends | 1.34 | 0.76 | 177% |
| Returns for 1 year | 5.19 | 3.26 | 159% |
| Returns for 3 years | 33.89 | 10.76 | 315% |
| Returns for 5 years | 69.07 | 31.37 | 220% |
| Returns for 10 years | 76.03 | 47.06 | 162% |
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