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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$18.91
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets1.89B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
OCLVX vs VIVAX Comparison Chart
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OCLVX vs. VIVAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. OCLVX (1.89B). 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 : 18.19 vs. OCLVX (10.39). VIVAX return over 5 years is better than : 44.18 vs. OCLVX (7.00).
| 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 | 2.884 | 3.194 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 184B | 1% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | 10.39 | 18.19 | 57% |
| Returns for 3 years | -8.03 | 18.46 | -43% |
| Returns for 5 years | 7.00 | 44.18 | 16% |
| Returns for 10 years | 24.77 | 111.10 | 22% |
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