Interact to see
Advertisement
Advertisement
DODGX vs OALVX
DODGX vs OALVX Comparison
Open Charts DODGX vs OALVX
Optimum Large Cap Value A
Price$20.01
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.92B
DODGX vs OALVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DODGX vs. OALVX commentary
Jul 27, 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: 117B vs. OALVX (1.92B). DODGX pays higher dividends than OALVX: DODGX (1.38) vs OALVX (0.78). DODGX was incepted earlier than OALVX: DODGX (61 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 (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 : 6.76 vs. OALVX (5.83). DODGX return over 5 years is better than : 75.02 vs. OALVX (34.75).
| DODGX | OALVX | DODGX / OALVX | |
| Total Expense Ratio | 0.51 | 1.16 | 44% |
| Annual Report Gross Expense Ratio | 0.51 | 1.21 | 42% |
| Fund Existence | 61 years | 22 years | - |
| Gain YTD | 7.961 | 8.514 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.92B | 6,094% |
| Annual Yield % from dividends | 1.38 | 0.78 | 176% |
| Returns for 1 year | 6.76 | 5.83 | 116% |
| Returns for 3 years | 30.77 | 10.12 | 304% |
| Returns for 5 years | 75.02 | 34.75 | 216% |
| Returns for 10 years | 62.92 | 38.18 | 165% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement