OFVIX
Price
$19.27
Change
-$0.63 (-3.17%)
Updated
Dec 18 closing price
VIVAX
Price
$65.90
Change
-$1.71 (-2.53%)
Updated
Dec 18 closing price
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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$19.27
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).
OFVIXVIVAXOFVIX / VIVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years32 years-
Gain YTD13.01016.00881%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets217M195B0%
Annual Yield % from dividends1.962.2587%
Returns for 1 year13.9616.4285%
Returns for 3 years16.4520.4880%
Returns for 5 years51.2944.64115%
Returns for 10 yearsN/A104.82-
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