Interact to see
Advertisement
Advertisement
OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$19.89
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OALVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OALVX vs. VIVAX commentary
Jul 06, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B 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: 14.00 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 : 12.04 vs. OALVX (7.33). VIVAX return over 5 years is better than : 80.14 vs. OALVX (38.84).
| 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 | 7.863 | 6.209 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 189B | 1% |
| Annual Yield % from dividends | 0.78 | 2.06 | 38% |
| Returns for 1 year | 7.33 | 12.04 | 61% |
| Returns for 3 years | 11.23 | 35.16 | 32% |
| Returns for 5 years | 38.84 | 80.14 | 48% |
| Returns for 10 years | 36.92 | 115.74 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LFGQX | 38.61 | 0.52 | +1.37% |
| Lord Abbett Focused Growth R3 | |||
| EVSIX | 25.54 | 0.24 | +0.95% |
| Allspring Disciplined US Core Inst | |||
| RREMX | 15.45 | 0.10 | +0.65% |
| RBC Emerging Markets Equity R6 | |||
| GMOUX | 30.71 | -0.03 | -0.10% |
| GMO International Equity I | |||
| GLECX | 13.78 | -0.02 | -0.14% |
| GS Energy Infrastructure Fd C Shares | |||