Ad is loading...
OFVIX vs VIVIX
OFVIX vs VIVIX Comparison
Open Charts OFVIX vs VIVIX
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-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
OFVIX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OFVIX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OFVIX (217M). VIVIX pays higher dividends than OFVIX: VIVIX (2.37) vs OFVIX (1.96). OFVIX was incepted earlier than VIVIX: OFVIX (9 years) vs VIVIX (26 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 : 16.43 vs. OFVIX (13.96). OFVIX return over 5 years is better than : 51.29 vs. VIVIX (44.60).
| OFVIX | VIVIX | OFVIX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 13.010 | 16.034 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 195B | 0% |
| Annual Yield % from dividends | 1.96 | 2.37 | 83% |
| Returns for 1 year | 13.96 | 16.43 | 85% |
| Returns for 3 years | 16.45 | 20.48 | 80% |
| Returns for 5 years | 51.29 | 44.60 | 115% |
| Returns for 10 years | N/A | 104.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...