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DODGX vs OFVIX
DODGX vs OFVIX Comparison
Open Charts DODGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$21.44
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets248.56M
DODGX vs OFVIX Comparison Chart in %
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DODGX vs. OFVIX 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 OFVIX is a Hold.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. OFVIX (249M). OFVIX pays higher dividends than DODGX: OFVIX (1.87) vs DODGX (1.38). DODGX was incepted earlier than OFVIX: DODGX (61 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 annual gain was more profitable for investors over the last year : 8.40 vs. DODGX (6.76). OFVIX return over 5 years is better than : 95.29 vs. DODGX (75.02).
| 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 | 9 years | - |
| Gain YTD | 7.961 | 10.459 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 249M | 46,988% |
| Annual Yield % from dividends | 1.38 | 1.87 | 73% |
| Returns for 1 year | 6.76 | 8.40 | 80% |
| Returns for 3 years | 30.77 | 35.50 | 87% |
| Returns for 5 years | 75.02 | 95.29 | 79% |
| Returns for 10 years | 62.92 | N/A | - |
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