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OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$18.70
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.84B
Vanguard Value Index Adm
Price$67.23
Change-$0.15 (-0.22%)
VolumeN/A
Net Assets195.24B
OCLVX vs VVIAX Comparison Chart
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OCLVX vs. VVIAX 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OCLVX (1.84B). VVIAX pays higher dividends than OCLVX: VVIAX (2.26) vs OCLVX (0.00). OCLVX was incepted earlier than VVIAX: OCLVX (22 years) vs VVIAX (24 years). OCLVX (1.96) is less costly to investors than VVIAX (0.05). OCLVX is a more actively managed with annual turnover of: 14.00 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 : 6.58 vs. OCLVX (-0.64). VVIAX return over 5 years is better than : 97.80 vs. OCLVX (46.57).
| OCLVX | VVIAX | OCLVX / VVIAX | |
| Total Expense Ratio | 1.91 | 0.05 | 3,820% |
| Annual Report Gross Expense Ratio | 1.96 | 0.05 | 3,920% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 1.904 | 2.057 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 195B | 1% |
| Annual Yield % from dividends | 0.00 | 2.26 | - |
| Returns for 1 year | -0.64 | 6.58 | -10% |
| Returns for 3 years | -8.54 | 16.66 | -51% |
| Returns for 5 years | 46.57 | 97.80 | 48% |
| Returns for 10 years | 20.07 | 107.52 | 19% |
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