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DODGX vs OCLVX
DODGX vs OCLVX Comparison
Open Charts DODGX vs OCLVX
Optimum Large Cap Value C
Price$18.95
Change-$0.16 (-0.84%)
VolumeN/A
Net Assets1.85B
DODGX vs OCLVX Comparison Chart
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DODGX vs. OCLVX 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 OCLVX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. OCLVX (1.85B). DODGX pays higher dividends than OCLVX: DODGX (1.40) vs OCLVX (0.00). DODGX was incepted earlier than OCLVX: DODGX (60 years) vs OCLVX (22 years). OCLVX (1.96) is less costly to investors than DODGX (0.51). DODGX is a more actively managed with annual turnover of: 15.00 vs. OCLVX (14.00). OCLVX has a lower initial minimum investment than DODGX: OCLVX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. OCLVX (2.60). DODGX return over 5 years is better than : 72.42 vs. OCLVX (28.54).
| DODGX | OCLVX | DODGX / OCLVX | |
| Total Expense Ratio | 0.51 | 1.91 | 27% |
| Annual Report Gross Expense Ratio | 0.51 | 1.96 | 26% |
| Fund Existence | 60 years | 22 years | - |
| Gain YTD | 3.642 | 3.101 | 117% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 5.93 | 2.60 | 228% |
| Returns for 3 years | 28.15 | 5.93 | 475% |
| Returns for 5 years | 72.42 | 28.54 | 254% |
| Returns for 10 years | 53.93 | 20.12 | 268% |
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