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OALVX vs VVIAX
OALVX vs VVIAX Comparison
Open Charts OALVX vs VVIAX
Optimum Large Cap Value A
Price$18.49
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.77B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OALVX vs VVIAX Comparison Chart
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OALVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OALVX (1.77B). VVIAX pays higher dividends than OALVX: VVIAX (2.34) vs OALVX (0.84). OALVX was incepted earlier than VVIAX: OALVX (22 years) vs VVIAX (25 years). OALVX (1.21) is less costly to investors than VVIAX (0.05). OALVX is a more actively managed with annual turnover of: 14.00 vs. VVIAX (9.00). OALVX has a lower initial minimum investment than VVIAX: OALVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. OALVX (-0.93). VVIAX return over 5 years is better than : 72.19 vs. OALVX (32.60).
| OALVX | VVIAX | OALVX / VVIAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -0.813 | -0.957 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 184B | 1% |
| Annual Yield % from dividends | 0.84 | 2.34 | 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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