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OILVX vs VVIAX
OILVX vs VVIAX Comparison
Open Charts OILVX vs VVIAX
Optimum Large Cap Value Instl
Price$19.09
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets1.89B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OILVX vs VVIAX Comparison Chart
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OILVX vs. VVIAX commentary
Jan 19, 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: 184B vs. OILVX (1.89B). 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 : 18.18 vs. OILVX (11.60). VVIAX return over 5 years is better than : 44.18 vs. OILVX (12.94).
| 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 | 2.911 | 3.195 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 184B | 1% |
| Annual Yield % from dividends | 1.38 | 2.36 | 59% |
| Returns for 1 year | 11.60 | 18.18 | 64% |
| Returns for 3 years | -4.90 | 18.46 | -27% |
| Returns for 5 years | 12.94 | 44.18 | 29% |
| Returns for 10 years | 37.33 | 111.13 | 34% |
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