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OALVX vs VVIAX
OALVX vs VVIAX Comparison
Open Charts OALVX vs VVIAX
Optimum Large Cap Value A
Price$20.65
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
OALVX vs VVIAX Comparison Chart
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OALVX vs. VVIAX commentary
Nov 22, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OALVX (1.91B). VVIAX pays higher dividends than OALVX: VVIAX (2.36) vs OALVX (1.33). OALVX was incepted earlier than VVIAX: OALVX (21 years) vs VVIAX (24 years). OALVX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (10.00). 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 : 26.09 vs. OALVX (8.89). VVIAX return over 5 years is better than : 53.09 vs. OALVX (24.87).
| OALVX | VVIAX | OALVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 18.952 | 19.672 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 184B | 1% |
| Annual Yield % from dividends | 1.33 | 2.36 | 57% |
| Returns for 1 year | 8.89 | 26.09 | 34% |
| Returns for 3 years | -3.12 | 24.77 | -13% |
| Returns for 5 years | 24.87 | 53.09 | 47% |
| Returns for 10 years | 39.62 | 112.26 | 35% |