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DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$20.05
Change-$0.22 (-1.09%)
VolumeN/A
Net Assets233.44M
DODGX vs OFVIX Comparison Chart
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DODGX vs. OFVIX 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 OFVIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. OFVIX (233M). OFVIX pays higher dividends than DODGX: OFVIX (1.94) vs DODGX (1.40). DODGX was incepted earlier than OFVIX: DODGX (60 years) vs OFVIX (9 years). OFVIX (0.54) is less costly to investors than DODGX (0.51). OFVIX is a more actively managed with annual turnover of: 53.57 vs. DODGX (15.00). DODGX has a lower initial minimum investment than OFVIX: DODGX (2500) vs OFVIX (10000). OFVIX (6.00) and DODGX (5.93) have marching annual gain over last year. OFVIX return over 5 years is better than : 88.98 vs. DODGX (72.42).
| DODGX | OFVIX | DODGX / OFVIX | |
| Total Expense Ratio | 0.51 | 0.54 | 94% |
| Annual Report Gross Expense Ratio | 0.51 | 0.54 | 94% |
| Fund Existence | 60 years | 9 years | - |
| Gain YTD | 3.642 | 3.297 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 233M | 48,927% |
| Annual Yield % from dividends | 1.40 | 1.94 | 72% |
| Returns for 1 year | 5.93 | 6.00 | 99% |
| Returns for 3 years | 28.15 | 30.03 | 94% |
| Returns for 5 years | 72.42 | 88.98 | 81% |
| Returns for 10 years | 53.93 | N/A | - |
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