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OFVIX vs VVIAX
OFVIX vs VVIAX Comparison
Open Charts OFVIX vs VVIAX
O'Shaughnessy Market Leaders Value I
Price$19.27
Change-$0.63 (-3.17%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OFVIX vs VVIAX Comparison Chart
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OFVIX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OFVIX (217M). VVIAX pays higher dividends than OFVIX: VVIAX (2.36) vs OFVIX (1.96). OFVIX was incepted earlier than VVIAX: OFVIX (9 years) vs VVIAX (24 years). OFVIX is a more actively managed with annual turnover of: 63.50 vs. VVIAX (10.00). VVIAX has a lower initial minimum investment than OFVIX: VVIAX (3000) vs OFVIX (10000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. OFVIX (13.96). OFVIX return over 5 years is better than : 51.29 vs. VVIAX (44.62).
| OFVIX | VVIAX | OFVIX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 13.010 | 16.051 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 195B | 0% |
| Annual Yield % from dividends | 1.96 | 2.36 | 83% |
| Returns for 1 year | 13.96 | 16.45 | 85% |
| Returns for 3 years | 16.45 | 20.49 | 80% |
| Returns for 5 years | 51.29 | 44.62 | 115% |
| Returns for 10 years | N/A | 104.84 | - |
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