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OILVX vs VVIAX
OILVX vs VVIAX Comparison
Open Charts OILVX vs VVIAX
Optimum Large Cap Value Instl
Price$17.74
Change+$0.25 (+1.43%)
VolumeN/A
Net Assets1.69B
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
OILVX vs VVIAX Comparison Chart
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OILVX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. OILVX (1.69B). VVIAX pays higher dividends than OILVX: VVIAX (2.26) vs OILVX (1.20). OILVX was incepted earlier than VVIAX: OILVX (22 years) vs VVIAX (24 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 (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 : 0.71 vs. OILVX (-5.41). VVIAX return over 5 years is better than : 64.28 vs. OILVX (27.74).
| 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 | 24 years | - |
| Gain YTD | -5.714 | -5.728 | 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 | 2.26 | 53% |
| Returns for 1 year | -5.41 | 0.71 | -765% |
| Returns for 3 years | -11.56 | 8.12 | -142% |
| Returns for 5 years | 27.74 | 64.28 | 43% |
| Returns for 10 years | 20.11 | 88.62 | 23% |
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