OFVIX
Price
$19.33
Change
-$0.37 (-1.88%)
Updated
Mar 10 closing price
Net Assets
216M
VIVAX
Price
$67.23
Change
-$0.84 (-1.23%)
Updated
Mar 10 closing price
Net Assets
195.24B
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OFVIX vs VIVAX

Header iconOFVIX vs VIVAX Comparison
Open Charts OFVIX vs VIVAXBanner chart's image
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.

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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).
OFVIXVIVAXOFVIX / VIVAX
Total Expense Ratio0.540.17318%
Annual Report Gross Expense Ratio0.540.17318%
Fund Existence9 years32 years-
Gain YTD1.4943.04349%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets216M195B0%
Annual Yield % from dividends1.912.0892%
Returns for 1 year6.0210.2159%
Returns for 3 years18.2024.2475%
Returns for 5 years77.5164.65120%
Returns for 10 yearsN/A111.18-
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