OILVX
Price
$19.86
Change
+$0.10 (+0.51%)
Updated
Jul 17 closing price
Net Assets
1.89B
VIVIX
Price
$69.38
Change
+$0.35 (+0.51%)
Updated
Jul 17 closing price
Net Assets
195.18B
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OILVX vs VIVIX

Header iconOILVX vs VIVIX Comparison
Open Charts OILVX vs VIVIXBanner chart's image
Optimum Large Cap Value Instl
Price$19.86
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets1.89B
Vanguard Value Index I
Price$69.38
Change+$0.35 (+0.51%)
VolumeN/A
Net Assets195.18B
OILVX vs VIVIX Comparison Chart in %
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OILVX vs. VIVIX commentary
Jul 18, 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OILVX (1.89B). VIVIX pays higher dividends than OILVX: VIVIX (2.19) vs OILVX (1.16). OILVX was incepted earlier than VIVIX: OILVX (22 years) vs VIVIX (27 years). OILVX (0.96) is less costly to investors than VIVIX (0.04). OILVX is a more actively managed with annual turnover of: 11.00 vs. VIVIX (9.00). OILVX has a lower initial minimum investment than VIVIX: OILVX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.70 vs. OILVX (2.02). VIVIX return over 5 years is better than : 71.03 vs. OILVX (34.08).
OILVXVIVIXOILVX / VIVIX
Total Expense Ratio0.910.042,275%
Annual Report Gross Expense Ratio0.960.042,400%
Fund Existence22 years27 years-
Gain YTD6.5234.593142%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.89B195B1%
Annual Yield % from dividends1.162.1953%
Returns for 1 year2.025.7035%
Returns for 3 years12.3835.0835%
Returns for 5 years34.0871.0348%
Returns for 10 years36.04108.3633%
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