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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$18.58
Change-$0.08 (-0.43%)
VolumeN/A
Net Assets1.83B
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
OCLVX vs VIVAX Comparison Chart
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OCLVX vs. VIVAX commentary
May 23, 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 OCLVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OCLVX (1.83B). VIVAX pays higher dividends than OCLVX: VIVAX (2.22) vs OCLVX (0.00). OCLVX was incepted earlier than VIVAX: OCLVX (22 years) vs VIVAX (33 years). OCLVX (1.96) is less costly to investors than VIVAX (0.17). OCLVX is a more actively managed with annual turnover of: 14.00 vs. VIVAX (9.00). 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 : 4.71 vs. OCLVX (-0.48). VIVAX return over 5 years is better than : 75.18 vs. OCLVX (31.27).
| OCLVX | VIVAX | OCLVX / VIVAX | |
| Total Expense Ratio | 1.91 | 0.17 | 1,124% |
| Annual Report Gross Expense Ratio | 1.96 | 0.17 | 1,153% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 1.523 | 0.375 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 184B | 1% |
| Annual Yield % from dividends | 0.00 | 2.22 | - |
| Returns for 1 year | -0.48 | 4.71 | -10% |
| Returns for 3 years | -1.74 | 21.97 | -8% |
| Returns for 5 years | 31.27 | 75.18 | 42% |
| Returns for 10 years | 16.54 | 97.35 | 17% |
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