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OFVIX vs VIVAX
OFVIX vs VIVAX Comparison
Open Charts OFVIX vs VIVAX
O'Shaughnessy Market Leaders Value I
Price$20.17
Change-$0.29 (-1.42%)
VolumeN/A
Net Assets221.27M
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OFVIX vs VIVAX Comparison Chart
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OFVIX vs. VIVAX 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 OFVIX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. OFVIX (221M). 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 : 13.43 vs. OFVIX (11.50). OFVIX return over 5 years is better than : 54.86 vs. VIVAX (47.22).
| 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 | 3.916 | 4.148 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 193B | 0% |
| Annual Yield % from dividends | 1.96 | 2.25 | 87% |
| Returns for 1 year | 11.50 | 13.43 | 86% |
| Returns for 3 years | 20.32 | 23.92 | 85% |
| Returns for 5 years | 54.86 | 47.22 | 116% |
| Returns for 10 years | N/A | 105.56 | - |
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