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OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$20.26
Change-$0.09 (-0.44%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
OCLVX vs VVIAX Comparison Chart
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OCLVX vs. VVIAX commentary
Nov 18, 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 StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OCLVX (1.92B). 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 : 25.54 vs. OCLVX (8.17). VVIAX return over 5 years is better than : 50.78 vs. OCLVX (18.83).
| 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 | 17.110 | 17.922 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 184B | 1% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 8.17 | 25.54 | 32% |
| Returns for 3 years | -7.28 | 21.55 | -34% |
| Returns for 5 years | 18.83 | 50.78 | 37% |
| Returns for 10 years | 30.45 | 110.49 | 28% |
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