OCLVX
Price
$18.70
Change
-$0.03 (-0.16%)
Updated
Apr 1 closing price
Net Assets
1.84B
VIVIX
Price
$67.23
Change
-$0.14 (-0.21%)
Updated
Apr 1 closing price
Net Assets
195.24B
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OCLVX vs VIVIX

Header iconOCLVX vs VIVIX Comparison
Open Charts OCLVX vs VIVIXBanner chart's image
Optimum Large Cap Value C
Price$18.70
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.84B
Vanguard Value Index I
Price$67.23
Change-$0.14 (-0.21%)
VolumeN/A
Net Assets195.24B
OCLVX vs VIVIX Comparison Chart
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OCLVX vs. VIVIX commentary
Apr 03, 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 StrongBuy and VIVIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OCLVX (1.84B). VIVIX pays higher dividends than OCLVX: VIVIX (2.27) 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: 14.00 vs. VIVIX (10.00). 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 : 6.56 vs. OCLVX (-0.64). VIVIX return over 5 years is better than : 97.77 vs. OCLVX (46.57).
OCLVXVIVIXOCLVX / VIVIX
Total Expense Ratio1.910.044,775%
Annual Report Gross Expense Ratio1.960.044,900%
Fund Existence22 years27 years-
Gain YTD1.9042.05893%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.84B195B1%
Annual Yield % from dividends0.002.27-
Returns for 1 year-0.646.56-10%
Returns for 3 years-8.5416.64-51%
Returns for 5 years46.5797.7748%
Returns for 10 years20.07107.4919%
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