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OALVX vs VIVIX
OALVX vs VIVIX Comparison
Open Charts OALVX vs VIVIX
Optimum Large Cap Value A
Price$19.10
Change+$0.16 (+0.84%)
VolumeN/A
Net Assets1.84B
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
OALVX vs VIVIX Comparison Chart
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OALVX vs. VIVIX commentary
Jun 07, 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: 189B vs. OALVX (1.84B). VIVIX pays higher dividends than OALVX: VIVIX (2.29) 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 (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 : 6.80 vs. OALVX (3.02). VIVIX return over 5 years is better than : 58.67 vs. OALVX (24.63).
| 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 | 3.579 | 1.255 | 285% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 189B | 1% |
| Annual Yield % from dividends | 0.81 | 2.29 | 35% |
| Returns for 1 year | 3.02 | 6.80 | 44% |
| Returns for 3 years | -1.59 | 18.51 | -9% |
| Returns for 5 years | 24.63 | 58.67 | 42% |
| Returns for 10 years | 30.42 | 102.87 | 30% |
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