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OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$19.09
Change-$0.20 (-1.04%)
VolumeN/A
Net Assets1.89B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OALVX vs VIVAX Comparison Chart
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OALVX vs. VIVAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. OALVX (1.89B). VIVAX pays higher dividends than OALVX: VIVAX (2.25) vs OALVX (1.33). OALVX was incepted earlier than VIVAX: OALVX (22 years) vs VIVAX (32 years). OALVX is a more actively managed with annual turnover of: 22.00 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 : 13.43 vs. OALVX (6.44). VIVAX return over 5 years is better than : 47.22 vs. OALVX (13.44).
| OALVX | VIVAX | OALVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 3.525 | 4.148 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 193B | 1% |
| Annual Yield % from dividends | 1.33 | 2.25 | 59% |
| Returns for 1 year | 6.44 | 13.43 | 48% |
| Returns for 3 years | -1.15 | 23.92 | -5% |
| Returns for 5 years | 13.44 | 47.22 | 28% |
| Returns for 10 years | 27.73 | 105.56 | 26% |
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