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OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$18.49
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.77B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OALVX vs VIVAX Comparison Chart
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OALVX vs. VIVAX commentary
May 09, 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 OALVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OALVX (1.77B). VIVAX pays higher dividends than OALVX: VIVAX (2.22) vs OALVX (0.84). OALVX was incepted earlier than VIVAX: OALVX (22 years) vs VIVAX (33 years). OALVX (1.21) is less costly to investors than VIVAX (0.17). OALVX is a more actively managed with annual turnover of: 14.00 vs. VIVAX (9.00). OALVX has a lower initial minimum investment than VIVAX: OALVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.12 vs. OALVX (-0.93). VIVAX return over 5 years is better than : 72.17 vs. OALVX (32.60).
| OALVX | VIVAX | OALVX / VIVAX | |
| Total Expense Ratio | 1.16 | 0.17 | 682% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | -0.813 | -0.958 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 184B | 1% |
| Annual Yield % from dividends | 0.84 | 2.22 | 38% |
| Returns for 1 year | -0.93 | 5.12 | -18% |
| Returns for 3 years | -3.75 | 20.66 | -18% |
| Returns for 5 years | 32.60 | 72.17 | 45% |
| Returns for 10 years | 22.30 | 96.24 | 23% |
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