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DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$21.65
Change+$0.21 (+0.98%)
VolumeN/A
Net Assets265.22M
DODGX vs OFVIX Comparison Chart in %
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DODGX vs. OFVIX commentary
Sep 08, 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: 116B vs. OFVIX (265M). OFVIX pays higher dividends than DODGX: OFVIX (1.80) vs DODGX (1.34). DODGX was incepted earlier than OFVIX: DODGX (61 years) vs OFVIX (10 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 annual gain was more profitable for investors over the last year : 6.21 vs. DODGX (5.19). OFVIX return over 5 years is better than : 88.06 vs. DODGX (69.07).
| DODGX | OFVIX | DODGX / OFVIX | |
| Total Expense Ratio | 0.51 | 0.54 | 94% |
| Annual Report Gross Expense Ratio | 0.51 | 0.54 | 94% |
| Fund Existence | 61 years | 10 years | - |
| Gain YTD | 8.992 | 11.283 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 265M | 43,774% |
| Annual Yield % from dividends | 1.34 | 1.80 | 74% |
| Returns for 1 year | 5.19 | 6.21 | 84% |
| Returns for 3 years | 33.89 | 37.26 | 91% |
| Returns for 5 years | 69.07 | 88.06 | 78% |
| Returns for 10 years | 76.03 | N/A | - |
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