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DODGX vs OALVX
DODGX vs OALVX Comparison
Open Charts DODGX vs OALVX
Optimum Large Cap Value A
Price$19.08
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets1.85B
DODGX vs OALVX Comparison Chart
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DODGX vs. OALVX commentary
Jun 16, 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: 114B vs. OALVX (1.85B). DODGX pays higher dividends than OALVX: DODGX (1.40) vs OALVX (0.81). DODGX was incepted earlier than OALVX: DODGX (60 years) vs OALVX (22 years). OALVX (1.21) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. OALVX (14.00). 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 : 5.93 vs. OALVX (3.41). DODGX return over 5 years is better than : 72.42 vs. OALVX (33.81).
| DODGX | OALVX | DODGX / OALVX | |
| Total Expense Ratio | 0.51 | 1.16 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.21 | 42% |
| Fund Existence | 60 years | 22 years | - |
| Gain YTD | 3.642 | 3.471 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 1.85B | 6,169% |
| Annual Yield % from dividends | 1.40 | 0.81 | 173% |
| Returns for 1 year | 5.93 | 3.41 | 174% |
| Returns for 3 years | 28.15 | 8.52 | 330% |
| Returns for 5 years | 72.42 | 33.81 | 214% |
| Returns for 10 years | 53.93 | 29.08 | 185% |
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