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OFVIX vs VIVIX
OFVIX vs VIVIX Comparison
Open Charts OFVIX vs VIVIX
O'Shaughnessy Market Leaders Value I
Price$20.17
Change-$0.29 (-1.42%)
VolumeN/A
Net Assets221.27M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
OFVIX vs VIVIX Comparison Chart
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OFVIX vs. VIVIX 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 VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. OFVIX (221M). VIVIX pays higher dividends than OFVIX: VIVIX (2.37) vs OFVIX (1.96). OFVIX was incepted earlier than VIVIX: OFVIX (9 years) vs VIVIX (27 years). OFVIX is a more actively managed with annual turnover of: 63.50 vs. VIVIX (10.00). OFVIX has a lower initial minimum investment than VIVIX: OFVIX (10000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 13.44 vs. OFVIX (11.50). OFVIX return over 5 years is better than : 54.86 vs. VIVIX (47.20).
| OFVIX | VIVIX | OFVIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 3.916 | 4.165 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 193B | 0% |
| Annual Yield % from dividends | 1.96 | 2.37 | 83% |
| Returns for 1 year | 11.50 | 13.44 | 86% |
| Returns for 3 years | 20.32 | 23.92 | 85% |
| Returns for 5 years | 54.86 | 47.20 | 116% |
| Returns for 10 years | N/A | 105.52 | - |
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