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OFVIX vs VVIAX
OFVIX vs VVIAX Comparison
Open Charts OFVIX vs VVIAX
O'Shaughnessy Market Leaders Value I
Price$21.31
Change-$0.06 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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OFVIX vs VVIAX Comparison Chart
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OFVIX vs. VVIAX commentary
Sep 21, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. OFVIX (220M). 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). OFVIX annual gain was more profitable for investors over the last year : 28.53 vs. VVIAX (24.02). OFVIX return over 5 years is better than : 70.20 vs. VVIAX (55.46).
| 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 | 18.785 | 16.303 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 183B | 0% |
| Annual Yield % from dividends | 1.96 | 2.36 | 83% |
| Returns for 1 year | 28.53 | 24.02 | 119% |
| Returns for 3 years | 28.21 | 28.29 | 100% |
| Returns for 5 years | 70.20 | 55.46 | 127% |
| Returns for 10 years | N/A | 114.04 | - |