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DOXGX vs OALVX
DOXGX vs OALVX Comparison
Open Charts DOXGX vs OALVX
Optimum Large Cap Value A
Price$20.01
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.92B
DOXGX vs OALVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 117B vs. OALVX (1.92B). DOXGX pays higher dividends than OALVX: DOXGX (1.47) vs OALVX (0.78). DOXGX was incepted earlier than OALVX: DOXGX (3 years) vs OALVX (22 years). OALVX (1.21) 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 : 6.86 vs. OALVX (5.83).
| DOXGX | OALVX | DOXGX / OALVX | |
| Total Expense Ratio | 0.41 | 1.16 | 35% |
| Annual Report Gross Expense Ratio | 0.46 | 1.21 | 38% |
| Fund Existence | 3 years | 22 years | - |
| Gain YTD | 8.021 | 8.514 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.92B | 6,094% |
| Annual Yield % from dividends | 1.47 | 0.78 | 187% |
| Returns for 1 year | 6.86 | 5.83 | 118% |
| Returns for 3 years | 31.09 | 10.12 | 307% |
| Returns for 5 years | N/A | 34.75 | - |
| Returns for 10 years | N/A | 38.18 | - |
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