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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$20.41
Change-$0.02 (-0.10%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.30
Change-$0.08 (-0.12%)
VolumeN/A
CapitalizationN/A
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OCLVX vs VIVAX Comparison Chart
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OCLVX vs. VIVAX commentary
Oct 18, 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 OCLVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 186B vs. OCLVX (1.95B). VIVAX pays higher dividends than OCLVX: VIVAX (2.25) vs OCLVX (0.00). OCLVX was incepted earlier than VIVAX: OCLVX (21 years) vs VIVAX (32 years). OCLVX is a more actively managed with annual turnover of: 22.00 vs. VIVAX (10.00). OCLVX has a lower initial minimum investment than VIVAX: OCLVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 27.95 vs. OCLVX (9.90). VIVAX return over 5 years is better than : 59.60 vs. OCLVX (24.69).
| OCLVX | VIVAX | OCLVX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 18.092 | 19.045 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 186B | 1% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | 9.90 | 27.95 | 35% |
| Returns for 3 years | -3.91 | 26.38 | -15% |
| Returns for 5 years | 24.69 | 59.60 | 41% |
| Returns for 10 years | 40.43 | 130.56 | 31% |
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