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OFVIX vs VIVAX
OFVIX vs VIVAX Comparison
Open Charts OFVIX vs VIVAX
O'Shaughnessy Market Leaders Value I
Price$19.33
Change-$0.37 (-1.88%)
VolumeN/A
Net Assets216M
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
OFVIX vs VIVAX Comparison Chart
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OFVIX vs. VIVAX commentary
Mar 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OFVIX (216M). VIVAX pays higher dividends than OFVIX: VIVAX (2.08) vs OFVIX (1.91). 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 : 10.21 vs. OFVIX (6.02). OFVIX return over 5 years is better than : 77.51 vs. VIVAX (64.65).
| 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 | 1.494 | 3.043 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 195B | 0% |
| Annual Yield % from dividends | 1.91 | 2.08 | 92% |
| Returns for 1 year | 6.02 | 10.21 | 59% |
| Returns for 3 years | 18.20 | 24.24 | 75% |
| Returns for 5 years | 77.51 | 64.65 | 120% |
| Returns for 10 years | N/A | 111.18 | - |
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