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OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$19.00
Change-$0.20 (-1.04%)
VolumeN/A
Net Assets1.89B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OCLVX vs VVIAX Comparison Chart
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OCLVX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OCLVX (1.89B). VVIAX pays higher dividends than OCLVX: VVIAX (2.36) vs OCLVX (0.00). OCLVX was incepted earlier than VVIAX: OCLVX (22 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 : 13.46 vs. OCLVX (5.56). VVIAX return over 5 years is better than : 47.22 vs. OCLVX (8.98).
| OCLVX | VVIAX | OCLVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.373 | 4.164 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 193B | 1% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 5.56 | 13.46 | 41% |
| Returns for 3 years | -3.55 | 23.94 | -15% |
| Returns for 5 years | 8.98 | 47.22 | 19% |
| Returns for 10 years | 18.88 | 105.55 | 18% |
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