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OILVX vs VIVAX
OILVX vs VIVAX Comparison
Open Charts OILVX vs VIVAX
Optimum Large Cap Value Instl
Price$17.74
Change+$0.25 (+1.43%)
VolumeN/A
Net Assets1.69B
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
OILVX vs VIVAX Comparison Chart
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OILVX vs. VIVAX commentary
Apr 12, 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 OILVX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. OILVX (1.69B). VIVAX pays higher dividends than OILVX: VIVAX (2.14) vs OILVX (1.20). OILVX was incepted earlier than VIVAX: OILVX (22 years) vs VIVAX (32 years). OILVX (0.96) is less costly to investors than VIVAX (0.17). OILVX is a more actively managed with annual turnover of: 14.00 vs. VIVAX (10.00). OILVX has a lower initial minimum investment than VIVAX: OILVX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 0.72 vs. OILVX (-5.41). VIVAX return over 5 years is better than : 64.30 vs. OILVX (27.74).
| OILVX | VIVAX | OILVX / VIVAX | |
| Total Expense Ratio | 0.91 | 0.17 | 535% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | -5.714 | -5.712 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 191B | 1% |
| Annual Yield % from dividends | 1.20 | 2.14 | 56% |
| Returns for 1 year | -5.41 | 0.72 | -754% |
| Returns for 3 years | -11.56 | 8.14 | -142% |
| Returns for 5 years | 27.74 | 64.30 | 43% |
| Returns for 10 years | 20.11 | 88.68 | 23% |
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