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OILVX vs VVIAX
OILVX vs VVIAX Comparison
Open Charts OILVX vs VVIAX
Optimum Large Cap Value Instl
Price$19.23
Change+$0.16 (+0.84%)
VolumeN/A
Net Assets1.84B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
OILVX vs VVIAX Comparison Chart
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OILVX 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 OILVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OILVX (1.84B). VVIAX pays higher dividends than OILVX: VVIAX (2.28) vs OILVX (1.19). OILVX was incepted earlier than VVIAX: OILVX (22 years) vs VVIAX (25 years). OILVX (0.96) is less costly to investors than VVIAX (0.05). OILVX is a more actively managed with annual turnover of: 14.00 vs. VVIAX (9.00). OILVX has a lower initial minimum investment than VVIAX: OILVX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.82 vs. OILVX (3.34). VVIAX return over 5 years is better than : 58.69 vs. OILVX (26.44).
| OILVX | VVIAX | OILVX / VVIAX | |
| Total Expense Ratio | 0.91 | 0.05 | 1,820% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 3.666 | 1.255 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.84B | 189B | 1% |
| Annual Yield % from dividends | 1.19 | 2.28 | 52% |
| Returns for 1 year | 3.34 | 6.82 | 49% |
| Returns for 3 years | -0.68 | 18.51 | -4% |
| Returns for 5 years | 26.44 | 58.69 | 45% |
| Returns for 10 years | 33.62 | 102.89 | 33% |
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