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OILVX vs VVIAX
OILVX vs VVIAX Comparison
Open Charts OILVX vs VVIAX
Optimum Large Cap Value Instl
Price$18.38
Change-$0.46 (-2.44%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OILVX vs VVIAX Comparison Chart
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OILVX vs. VVIAX commentary
Dec 19, 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 OILVX is a Sell and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OILVX (1.87B). VVIAX pays higher dividends than OILVX: VVIAX (2.36) vs OILVX (1.38). OILVX was incepted earlier than VVIAX: OILVX (21 years) vs VVIAX (24 years). OILVX is a more actively managed with annual turnover of: 22.00 vs. VVIAX (10.00). 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 : 16.45 vs. OILVX (10.45). VVIAX return over 5 years is better than : 44.62 vs. OILVX (14.13).
| OILVX | VVIAX | OILVX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 9.063 | 16.051 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 195B | 1% |
| Annual Yield % from dividends | 1.38 | 2.36 | 59% |
| Returns for 1 year | 10.45 | 16.45 | 64% |
| Returns for 3 years | -4.45 | 20.49 | -22% |
| Returns for 5 years | 14.13 | 44.62 | 32% |
| Returns for 10 years | 32.06 | 104.84 | 31% |
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