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OCLVX vs VIVIX
OCLVX vs VIVIX Comparison
Open Charts OCLVX vs VIVIX
Optimum Large Cap Value C
Price$19.72
Change+$0.13 (+0.66%)
VolumeN/A
Net Assets1.9B
Vanguard Value Index I
Price$69.98
Change+$0.43 (+0.62%)
VolumeN/A
Net Assets195.18B
OCLVX vs VIVIX Comparison Chart in %
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OCLVX vs. VIVIX commentary
Jul 11, 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: 195B vs. OCLVX (1.9B). VIVIX pays higher dividends than OCLVX: VIVIX (2.19) vs OCLVX (0.00). OCLVX was incepted earlier than VIVIX: OCLVX (22 years) vs VIVIX (27 years). OCLVX (1.96) 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 : 10.10 vs. OCLVX (5.57). VIVIX return over 5 years is better than : 78.40 vs. OCLVX (33.31).
| OCLVX | VIVIX | OCLVX / VIVIX | |
| Total Expense Ratio | 1.91 | 0.04 | 4,775% |
| Annual Report Gross Expense Ratio | 1.96 | 0.04 | 4,900% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 7.291 | 5.381 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 195B | 1% |
| Annual Yield % from dividends | 0.00 | 2.19 | - |
| Returns for 1 year | 5.57 | 10.10 | 55% |
| Returns for 3 years | 8.89 | 34.99 | 25% |
| Returns for 5 years | 33.31 | 78.40 | 42% |
| Returns for 10 years | 25.47 | 111.07 | 23% |
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