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DOXGX vs OALVX
DOXGX vs OALVX Comparison
Open Charts DOXGX vs OALVX
Optimum Large Cap Value A
Price$20.17
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets1.92B
DOXGX vs OALVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 116B vs. OALVX (1.92B). DOXGX pays higher dividends than OALVX: DOXGX (1.43) vs OALVX (0.76). DOXGX was incepted earlier than OALVX: DOXGX (3 years) vs OALVX (22 years). OALVX (1.17) is less costly to investors than DOXGX (0.46). DOXGX is a more actively managed with annual turnover of: 15.00 vs. OALVX (11.00). OALVX has a lower initial minimum investment than DOXGX: OALVX (1000) vs DOXGX (2500). DOXGX annual gain was more profitable for investors over the last year : 5.29 vs. OALVX (3.26).
| DOXGX | OALVX | DOXGX / OALVX | |
| Total Expense Ratio | 0.41 | 1.17 | 35% |
| Annual Report Gross Expense Ratio | 0.46 | 1.17 | 39% |
| Fund Existence | 3 years | 22 years | - |
| Gain YTD | 9.064 | 9.382 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 1.92B | 6,051% |
| Annual Yield % from dividends | 1.43 | 0.76 | 188% |
| Returns for 1 year | 5.29 | 3.26 | 162% |
| Returns for 3 years | 34.21 | 10.76 | 318% |
| Returns for 5 years | N/A | 31.37 | - |
| Returns for 10 years | N/A | 47.06 | - |
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