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OFVIX vs VIVAX
OFVIX vs VIVAX Comparison
Open Charts OFVIX vs VIVAX
O'Shaughnessy Market Leaders Value I
Price$17.81
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets200.05M
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
OFVIX vs VIVAX Comparison Chart
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OFVIX vs. VIVAX commentary
Apr 18, 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 OFVIX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. OFVIX (200M). VIVAX pays higher dividends than OFVIX: VIVAX (2.14) vs OFVIX (1.97). OFVIX was incepted earlier than VIVAX: OFVIX (9 years) vs VIVAX (32 years). OFVIX (0.54) is less costly to investors than VIVAX (0.17). OFVIX is a more actively managed with annual turnover of: 53.57 vs. VIVAX (10.00). VIVAX has a lower initial minimum investment than OFVIX: VIVAX (3000) vs OFVIX (10000). VIVAX annual gain was more profitable for investors over the last year : 5.55 vs. OFVIX (-2.96). OFVIX return over 5 years is better than : 83.49 vs. VIVAX (66.50).
| OFVIX | VIVAX | OFVIX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | -7.110 | -3.517 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 191B | 0% |
| Annual Yield % from dividends | 1.97 | 2.14 | 92% |
| Returns for 1 year | -2.96 | 5.55 | -53% |
| Returns for 3 years | 4.10 | 10.48 | 39% |
| Returns for 5 years | 83.49 | 66.50 | 126% |
| Returns for 10 years | N/A | 94.13 | - |
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