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DODGX vs OCLVX
DODGX vs OCLVX Comparison
Open Charts DODGX vs OCLVX
Optimum Large Cap Value C
Price$19.77
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets1.9B
DODGX vs OCLVX Comparison Chart in %
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DODGX vs. OCLVX commentary
Aug 18, 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: 116B vs. OCLVX (1.9B). DODGX pays higher dividends than OCLVX: DODGX (1.39) vs OCLVX (0.00). DODGX was incepted earlier than OCLVX: DODGX (61 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 (11.00). 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 : 4.67 vs. OCLVX (2.59). DODGX return over 5 years is better than : 67.01 vs. OCLVX (24.89).
| DODGX | OCLVX | DODGX / OCLVX | |
| Total Expense Ratio | 0.51 | 1.91 | 27% |
| Annual Report Gross Expense Ratio | 0.51 | 1.96 | 26% |
| Fund Existence | 61 years | 22 years | - |
| Gain YTD | 7.197 | 7.563 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.9B | 6,092% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | 4.67 | 2.59 | 180% |
| Returns for 3 years | 20.83 | -0.55 | -3,764% |
| Returns for 5 years | 67.01 | 24.89 | 269% |
| Returns for 10 years | 62.58 | 26.74 | 234% |
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