Ad is loading...
OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$18.23
Change-$0.45 (-2.41%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OCLVX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OCLVX vs. VVIAX commentary
Dec 19, 2024
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 Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OCLVX (1.87B). VVIAX pays higher dividends than OCLVX: VVIAX (2.36) vs OCLVX (0.00). OCLVX was incepted earlier than VVIAX: OCLVX (21 years) vs VVIAX (24 years). OCLVX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (10.00). OCLVX has a lower initial minimum investment than VVIAX: OCLVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. OCLVX (9.30). VVIAX return over 5 years is better than : 44.62 vs. OCLVX (8.13).
| OCLVX | VVIAX | OCLVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 7.977 | 16.051 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 195B | 1% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 9.30 | 16.45 | 57% |
| Returns for 3 years | -7.57 | 20.49 | -37% |
| Returns for 5 years | 8.13 | 44.62 | 18% |
| Returns for 10 years | 19.98 | 104.84 | 19% |
View a ticker or compare two or three
VS
VS
Ad is loading...