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OFVIX vs VIVIX
OFVIX vs VIVIX Comparison
Open Charts OFVIX vs VIVIX
O'Shaughnessy Market Leaders Value I
Price$20.83
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets241.83M
Vanguard Value Index I
Price$69.03
Change+$0.33 (+0.48%)
VolumeN/A
Net Assets195.18B
OFVIX vs VIVIX Comparison Chart in %
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OFVIX vs. VIVIX commentary
Jul 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: 195B vs. OFVIX (242M). VIVIX pays higher dividends than OFVIX: VIVIX (2.19) vs OFVIX (1.87). 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 (9.00). 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 : 5.39 vs. OFVIX (4.49). OFVIX return over 5 years is better than : 88.45 vs. VIVIX (70.21).
| 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 | 7.213 | 4.093 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 195B | 0% |
| Annual Yield % from dividends | 1.87 | 2.19 | 86% |
| Returns for 1 year | 4.49 | 5.39 | 83% |
| Returns for 3 years | 33.87 | 33.37 | 102% |
| Returns for 5 years | 88.45 | 70.21 | 126% |
| Returns for 10 years | N/A | 107.11 | - |
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