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OFVIX vs VIVIX
OFVIX vs VIVIX Comparison
Open Charts OFVIX vs VIVIX
O'Shaughnessy Market Leaders Value I
Price$17.81
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets200.05M
Vanguard Value Index I
Price$62.95
Change-$0.75 (-1.18%)
VolumeN/A
Net Assets190.51B
OFVIX vs VIVIX Comparison Chart
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OFVIX vs. VIVIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. OFVIX (200M). VIVIX pays higher dividends than OFVIX: VIVIX (2.27) vs OFVIX (1.97). OFVIX was incepted earlier than VIVIX: OFVIX (9 years) vs VIVIX (27 years). OFVIX (0.54) is less costly to investors than VIVIX (0.04). OFVIX is a more actively managed with annual turnover of: 53.57 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 : 5.56 vs. OFVIX (-2.96). OFVIX return over 5 years is better than : 83.49 vs. VIVIX (66.52).
| OFVIX | VIVIX | OFVIX / VIVIX | |
| Total Expense Ratio | 0.54 | 0.04 | 1,350% |
| Annual Report Gross Expense Ratio | 0.54 | 0.04 | 1,350% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -7.110 | -3.502 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 191B | 0% |
| Annual Yield % from dividends | 1.97 | 2.27 | 87% |
| Returns for 1 year | -2.96 | 5.56 | -53% |
| Returns for 3 years | 4.10 | 10.50 | 39% |
| Returns for 5 years | 83.49 | 66.52 | 126% |
| Returns for 10 years | N/A | 94.16 | - |
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