Ad is loading...
OALVX vs VIVIX
OALVX vs VIVIX Comparison
Open Charts OALVX vs VIVIX
Optimum Large Cap Value A
Price$17.63
Change+$0.25 (+1.44%)
VolumeN/A
Net Assets1.69B
Vanguard Value Index I
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
OALVX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OALVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. OALVX (1.69B). VIVIX pays higher dividends than OALVX: VIVIX (2.27) vs OALVX (0.81). OALVX was incepted earlier than VIVIX: OALVX (22 years) vs VIVIX (27 years). OALVX (1.21) is less costly to investors than VIVIX (0.04). OALVX is a more actively managed with annual turnover of: 14.00 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 : 0.71 vs. OALVX (-5.66). VIVIX return over 5 years is better than : 64.28 vs. OALVX (26.00).
| OALVX | VIVIX | OALVX / VIVIX | |
| Total Expense Ratio | 1.16 | 0.04 | 2,900% |
| Annual Report Gross Expense Ratio | 1.21 | 0.04 | 3,025% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -5.748 | -5.714 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 191B | 1% |
| Annual Yield % from dividends | 0.81 | 2.27 | 36% |
| Returns for 1 year | -5.66 | 0.71 | -800% |
| Returns for 3 years | -12.37 | 8.12 | -152% |
| Returns for 5 years | 26.00 | 64.28 | 40% |
| Returns for 10 years | 17.22 | 88.62 | 19% |