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OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$19.10
Change+$0.16 (+0.84%)
VolumeN/A
Net Assets1.84B
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
OALVX vs VIVAX Comparison Chart
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OALVX vs. VIVAX commentary
Jun 07, 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 (1.84B). VIVAX pays higher dividends than OALVX: VIVAX (2.16) vs OALVX (0.81). 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 : 6.81 vs. OALVX (3.02). VIVAX return over 5 years is better than : 58.70 vs. OALVX (24.63).
| 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 | 3.579 | 1.238 | 289% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 189B | 1% |
| Annual Yield % from dividends | 0.81 | 2.16 | 37% |
| Returns for 1 year | 3.02 | 6.81 | 44% |
| Returns for 3 years | -1.59 | 18.51 | -9% |
| Returns for 5 years | 24.63 | 58.70 | 42% |
| Returns for 10 years | 30.42 | 102.90 | 30% |
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