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OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$17.63
Change+$0.25 (+1.44%)
VolumeN/A
Net Assets1.69B
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
OALVX vs VIVAX Comparison Chart
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OALVX vs. VIVAX commentary
Apr 12, 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: 191B vs. OALVX (1.69B). VIVAX pays higher dividends than OALVX: VIVAX (2.14) vs OALVX (0.81). OALVX was incepted earlier than VIVAX: OALVX (22 years) vs VIVAX (32 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 (10.00). 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 : 0.72 vs. OALVX (-5.66). VIVAX return over 5 years is better than : 64.30 vs. OALVX (26.00).
| 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 | 32 years | - |
| Gain YTD | -5.748 | -5.712 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 191B | 1% |
| Annual Yield % from dividends | 0.81 | 2.14 | 38% |
| Returns for 1 year | -5.66 | 0.72 | -789% |
| Returns for 3 years | -12.37 | 8.14 | -152% |
| Returns for 5 years | 26.00 | 64.30 | 40% |
| Returns for 10 years | 17.22 | 88.68 | 19% |