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OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$19.70
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets1.97B
Vanguard Value Index I
Price$75.39
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets215.53B
OALVX vs VIVAX Comparison Chart in %
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OALVX vs. VIVAX commentary
Dec 16, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. OALVX (1.97B). VIVAX pays higher dividends than OALVX: VIVAX (1.93) vs OALVX (0.74). OALVX was incepted earlier than VIVAX: OALVX (22 years) vs VIVAX (33 years). OALVX (1.17) 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 : 10.49 vs. OALVX (4.23). VIVAX return over 5 years is better than : 63.75 vs. OALVX (17.51).
| OALVX | VIVAX | OALVX / VIVAX | |
| Total Expense Ratio | 1.17 | 0.17 | 688% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.833 | 14.207 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 216B | 1% |
| Annual Yield % from dividends | 0.74 | 1.93 | 38% |
| Returns for 1 year | 4.23 | 10.49 | 40% |
| Returns for 3 years | 9.67 | 38.63 | 25% |
| Returns for 5 years | 17.51 | 63.75 | 27% |
| Returns for 10 years | 46.06 | 142.63 | 32% |