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DOXGX vs OFVIX
DOXGX vs OFVIX Comparison
Open Charts DOXGX vs OFVIX
O'Shaughnessy Market Leaders Value I
Price$21.07
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets249.95M
DOXGX vs OFVIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 116B vs. OFVIX (250M). OFVIX pays higher dividends than DOXGX: OFVIX (1.86) vs DOXGX (1.48). 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). OFVIX annual gain was more profitable for investors over the last year : 5.28 vs. DOXGX (4.77).
| 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 | 7.260 | 8.552 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 10000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 250M | 46,400% |
| Annual Yield % from dividends | 1.48 | 1.86 | 80% |
| Returns for 1 year | 4.77 | 5.28 | 90% |
| Returns for 3 years | 21.12 | 23.09 | 91% |
| Returns for 5 years | N/A | 83.89 | - |
| Returns for 10 years | N/A | N/A | - |
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