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OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$17.92
Change+$0.23 (+1.30%)
VolumeN/A
Net Assets1.72B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OCLVX vs VVIAX Comparison Chart
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OCLVX vs. VVIAX commentary
Apr 25, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. OCLVX (1.72B). 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 : 3.38 vs. OCLVX (-3.65). VVIAX return over 5 years is better than : 69.91 vs. OCLVX (26.13).
| 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 | -3.754 | -3.426 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 191B | 1% |
| Annual Yield % from dividends | 0.00 | 2.26 | - |
| Returns for 1 year | -3.65 | 3.38 | -108% |
| Returns for 3 years | -10.52 | 12.73 | -83% |
| Returns for 5 years | 26.13 | 69.91 | 37% |
| Returns for 10 years | 11.30 | 92.47 | 12% |
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