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OALVX vs VIVIX
OALVX vs VIVIX Comparison
Open Charts OALVX vs VIVIX
Optimum Large Cap Value A
Price$18.49
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.77B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OALVX vs VIVIX Comparison Chart
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OALVX vs. VIVIX commentary
May 09, 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: 184B vs. OALVX (1.77B). VIVIX pays higher dividends than OALVX: VIVIX (2.35) vs OALVX (0.84). 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 (9.00). 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 : 5.12 vs. OALVX (-0.93). VIVIX return over 5 years is better than : 72.19 vs. OALVX (32.60).
| 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 | -0.813 | -0.942 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 184B | 1% |
| Annual Yield % from dividends | 0.84 | 2.35 | 36% |
| Returns for 1 year | -0.93 | 5.12 | -18% |
| Returns for 3 years | -3.75 | 20.66 | -18% |
| Returns for 5 years | 32.60 | 72.19 | 45% |
| Returns for 10 years | 22.30 | 96.21 | 23% |
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