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OFVIX vs VIVAX
OFVIX vs VIVAX Comparison
Open Charts OFVIX vs VIVAX
O'Shaughnessy Market Leaders Value I
Price$19.27
Change-$0.63 (-3.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OFVIX vs VIVAX Comparison Chart
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OFVIX vs. VIVAX commentary
Dec 19, 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 OFVIX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OFVIX (217M). VIVAX pays higher dividends than OFVIX: VIVAX (2.25) vs OFVIX (1.96). OFVIX was incepted earlier than VIVAX: OFVIX (9 years) vs VIVAX (32 years). OFVIX is a more actively managed with annual turnover of: 63.50 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 : 16.42 vs. OFVIX (13.96). OFVIX return over 5 years is better than : 51.29 vs. VIVAX (44.64).
| OFVIX | VIVAX | OFVIX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 13.010 | 16.008 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 195B | 0% |
| Annual Yield % from dividends | 1.96 | 2.25 | 87% |
| Returns for 1 year | 13.96 | 16.42 | 85% |
| Returns for 3 years | 16.45 | 20.48 | 80% |
| Returns for 5 years | 51.29 | 44.64 | 115% |
| Returns for 10 years | N/A | 104.82 | - |
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