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OCLVX vs VIVIX
OCLVX vs VIVIX Comparison
Open Charts OCLVX vs VIVIX
Optimum Large Cap Value C
Price$20.14
Change-$0.15 (-0.74%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$72.12
Change-$0.48 (-0.66%)
VolumeN/A
Net Assets202.84B
OCLVX vs VIVIX Comparison Chart in %
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OCLVX vs. VIVIX commentary
Sep 14, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. OCLVX (1.92B). VIVIX pays higher dividends than OCLVX: VIVIX (2.11) vs OCLVX (0.00). OCLVX was incepted earlier than VIVIX: OCLVX (22 years) vs VIVIX (27 years). OCLVX (1.92) is less costly to investors than VIVIX (0.04). OCLVX is a more actively managed with annual turnover of: 11.00 vs. VIVIX (9.00). OCLVX has a lower initial minimum investment than VIVIX: OCLVX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 9.49 vs. OCLVX (3.89). VIVIX return over 5 years is better than : 76.00 vs. OCLVX (29.56).
| OCLVX | VIVIX | OCLVX / VIVIX | |
| Total Expense Ratio | 1.92 | 0.04 | 4,800% |
| Annual Report Gross Expense Ratio | 1.92 | 0.04 | 4,800% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 10.392 | 10.003 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 203B | 1% |
| Annual Yield % from dividends | 0.00 | 2.11 | - |
| Returns for 1 year | 3.89 | 9.49 | 41% |
| Returns for 3 years | 8.74 | 38.21 | 23% |
| Returns for 5 years | 29.56 | 76.00 | 39% |
| Returns for 10 years | 38.83 | 135.58 | 29% |
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