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OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$19.61
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.91B
Vanguard Value Index Adm
Price$69.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
OCLVX vs VVIAX Comparison Chart in %
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OCLVX vs. VVIAX commentary
Jul 04, 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: 189B vs. OCLVX (1.91B). VVIAX pays higher dividends than OCLVX: VVIAX (2.18) vs OCLVX (0.00). OCLVX was incepted earlier than VVIAX: OCLVX (22 years) vs VVIAX (25 years). OCLVX (1.96) is less costly to investors than VVIAX (0.05). OCLVX is a more actively managed with annual turnover of: 11.00 vs. VVIAX (9.00). 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 : 11.47 vs. OCLVX (5.94). VVIAX return over 5 years is better than : 78.98 vs. OCLVX (32.47).
| 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 | 25 years | - |
| Gain YTD | 6.692 | 5.517 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.91B | 189B | 1% |
| Annual Yield % from dividends | 0.00 | 2.18 | - |
| Returns for 1 year | 5.94 | 11.47 | 52% |
| Returns for 3 years | 7.81 | 34.30 | 23% |
| Returns for 5 years | 32.47 | 78.98 | 41% |
| Returns for 10 years | 26.03 | 113.37 | 23% |
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