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OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$20.01
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OALVX vs VIVAX Comparison Chart in %
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OALVX vs. VIVAX commentary
Jul 27, 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 OALVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OALVX (1.92B). VIVAX pays higher dividends than OALVX: VIVAX (2.06) vs OALVX (0.78). OALVX was incepted earlier than VIVAX: OALVX (22 years) vs VIVAX (33 years). OALVX (1.21) is less costly to investors than VIVAX (0.17). OALVX is a more actively managed with annual turnover of: 11.00 vs. VIVAX (9.00). OALVX has a lower initial minimum investment than VIVAX: OALVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. OALVX (5.83). VIVAX return over 5 years is better than : 74.87 vs. OALVX (34.75).
| OALVX | VIVAX | OALVX / VIVAX | |
| Total Expense Ratio | 1.16 | 0.17 | 682% |
| Annual Report Gross Expense Ratio | 1.21 | 0.17 | 712% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 8.514 | 6.724 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 195B | 1% |
| Annual Yield % from dividends | 0.78 | 2.06 | 38% |
| Returns for 1 year | 5.83 | 9.76 | 60% |
| Returns for 3 years | 10.12 | 34.31 | 29% |
| Returns for 5 years | 34.75 | 74.87 | 46% |
| Returns for 10 years | 38.18 | 116.32 | 33% |
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