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OFVIX vs VVIAX
OFVIX vs VVIAX Comparison
Open Charts OFVIX vs VVIAX
O'Shaughnessy Market Leaders Value I
Price$20.22
Change+$0.23 (+1.15%)
VolumeN/A
Net Assets233.33M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
OFVIX vs VVIAX Comparison Chart
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OFVIX vs. VVIAX commentary
Jun 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OFVIX (233M). VVIAX pays higher dividends than OFVIX: VVIAX (2.28) vs OFVIX (1.94). OFVIX was incepted earlier than VVIAX: OFVIX (9 years) vs VVIAX (25 years). OFVIX (0.54) is less costly to investors than VVIAX (0.05). OFVIX is a more actively managed with annual turnover of: 53.57 vs. VVIAX (9.00). 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 : 6.82 vs. OFVIX (4.71). OFVIX return over 5 years is better than : 73.49 vs. VVIAX (58.69).
| OFVIX | VVIAX | OFVIX / VVIAX | |
| Total Expense Ratio | 0.54 | 0.05 | 1,080% |
| Annual Report Gross Expense Ratio | 0.54 | 0.05 | 1,080% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 2.988 | 1.255 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 189B | 0% |
| Annual Yield % from dividends | 1.94 | 2.28 | 85% |
| Returns for 1 year | 4.71 | 6.82 | 69% |
| Returns for 3 years | 16.97 | 18.51 | 92% |
| Returns for 5 years | 73.49 | 58.69 | 125% |
| Returns for 10 years | N/A | 102.89 | - |
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