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OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$19.89
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets1.91B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OALVX vs VIVAX Comparison Chart in %
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OALVX vs. VIVAX commentary
Jul 04, 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: 189B vs. OALVX (1.91B). VIVAX pays higher dividends than OALVX: VIVAX (2.06) vs OALVX (0.78). 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: 11.00 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 : 11.40 vs. OALVX (6.58). VIVAX return over 5 years is better than : 79.11 vs. OALVX (37.86).
| 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 | 7.104 | 5.603 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 189B | 1% |
| Annual Yield % from dividends | 0.78 | 2.06 | 38% |
| Returns for 1 year | 6.58 | 11.40 | 58% |
| Returns for 3 years | 10.45 | 34.39 | 30% |
| Returns for 5 years | 37.86 | 79.11 | 48% |
| Returns for 10 years | 35.96 | 114.51 | 31% |
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