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OALVX vs VVIAX
OALVX vs VVIAX Comparison
Open Charts OALVX vs VVIAX
Optimum Large Cap Value A
Price$20.09
Change-$0.05 (-0.25%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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OALVX vs VVIAX Comparison Chart
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OALVX vs. VVIAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B 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 : 24.02 vs. OALVX (7.50). VVIAX return over 5 years is better than : 55.46 vs. OALVX (25.14).
| 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 | 15.726 | 16.303 | 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 | 183B | 1% |
| Annual Yield % from dividends | 1.33 | 2.36 | 57% |
| Returns for 1 year | 7.50 | 24.02 | 31% |
| Returns for 3 years | 0.19 | 28.29 | 1% |
| Returns for 5 years | 25.14 | 55.46 | 45% |
| Returns for 10 years | 39.71 | 114.04 | 35% |