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DOXGX vs OFVIX
DOXGX vs OFVIX Comparison
Open Charts DOXGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$20.05
Change-$0.22 (-1.09%)
VolumeN/A
Net Assets233.44M
DOXGX vs OFVIX Comparison Chart
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 114B vs. OFVIX (233M). OFVIX pays higher dividends than DOXGX: OFVIX (1.94) vs DOXGX (1.49). DOXGX was incepted earlier than OFVIX: DOXGX (3 years) vs OFVIX (9 years). OFVIX (0.54) is less costly to investors than DOXGX (0.46). OFVIX is a more actively managed with annual turnover of: 53.57 vs. DOXGX (15.00). DOXGX has a lower initial minimum investment than OFVIX: DOXGX (2500) vs OFVIX (10000). DOXGX (6.03) and OFVIX (6.00) have marching annual gain over last year.
| DOXGX | OFVIX | DOXGX / OFVIX | |
| Total Expense Ratio | 0.41 | 0.54 | 76% |
| Annual Report Gross Expense Ratio | 0.46 | 0.54 | 85% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 3.684 | 3.297 | 112% |
| 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 | 1.49 | 1.94 | 77% |
| Returns for 1 year | 6.03 | 6.00 | 100% |
| Returns for 3 years | 28.44 | 30.03 | 95% |
| Returns for 5 years | N/A | 88.98 | - |
| Returns for 10 years | N/A | N/A | - |
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