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OFVIX vs VVIAX
OFVIX vs VVIAX Comparison
Open Charts OFVIX vs VVIAX
O'Shaughnessy Market Leaders Value I
Price$20.17
Change-$0.29 (-1.42%)
VolumeN/A
Net Assets221.27M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OFVIX vs VVIAX Comparison Chart
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OFVIX vs. VVIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OFVIX (221M). 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 : 13.46 vs. OFVIX (11.50). OFVIX return over 5 years is better than : 54.86 vs. VVIAX (47.22).
| 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 | 3.916 | 4.164 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 193B | 0% |
| Annual Yield % from dividends | 1.96 | 2.36 | 83% |
| Returns for 1 year | 11.50 | 13.46 | 85% |
| Returns for 3 years | 20.32 | 23.94 | 85% |
| Returns for 5 years | 54.86 | 47.22 | 116% |
| Returns for 10 years | N/A | 105.55 | - |
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