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OALVX vs VIVIX
OALVX vs VIVIX Comparison
Open Charts OALVX vs VIVIX
Optimum Large Cap Value A
Price$18.67
Change+$0.15 (+0.81%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.83
Change+$0.56 (+0.85%)
VolumeN/A
CapitalizationN/A
OALVX vs VIVIX Comparison Chart
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OALVX vs. VIVIX commentary
Dec 25, 2024
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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OALVX (1.84B). VIVIX pays higher dividends than OALVX: VIVIX (2.37) vs OALVX (1.33). OALVX was incepted earlier than VIVIX: OALVX (21 years) vs VIVIX (27 years). OALVX is a more actively managed with annual turnover of: 22.00 vs. VIVIX (10.00). OALVX has a lower initial minimum investment than VIVIX: OALVX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 15.46 vs. OALVX (9.10). VIVIX return over 5 years is better than : 42.99 vs. OALVX (11.26).
| OALVX | VIVIX | OALVX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 8.411 | 14.743 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 195B | 1% |
| Annual Yield % from dividends | 1.33 | 2.37 | 56% |
| Returns for 1 year | 9.10 | 15.46 | 59% |
| Returns for 3 years | -6.96 | 18.30 | -38% |
| Returns for 5 years | 11.26 | 42.99 | 26% |
| Returns for 10 years | 27.64 | 100.53 | 27% |
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