Interact to see
Advertisement
Advertisement
OALVX vs VIVAX
OALVX vs VIVAX Comparison
Open Charts OALVX vs VIVAX
Optimum Large Cap Value A
Price$20.55
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets1.8B
Vanguard Value Index I
Price$79.45
Change+$0.45 (+0.57%)
VolumeN/A
Net Assets217.68B
OALVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OALVX vs. VIVAX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. OALVX (1.8B). VIVAX pays higher dividends than OALVX: VIVAX (1.84) vs OALVX (0.75). OALVX was incepted earlier than VIVAX: OALVX (23 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 : 15.71 vs. OALVX (8.16). VIVAX return over 5 years is better than : 66.43 vs. OALVX (17.77).
| OALVX | VIVAX | OALVX / VIVAX | |
| Total Expense Ratio | 1.17 | 0.17 | 688% |
| Annual Report Gross Expense Ratio | 1.17 | 0.17 | 688% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 4.633 | 6.601 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 218B | 1% |
| Annual Yield % from dividends | 0.75 | 1.84 | 41% |
| Returns for 1 year | 8.16 | 15.71 | 52% |
| Returns for 3 years | 10.33 | 41.84 | 25% |
| Returns for 5 years | 17.77 | 66.43 | 27% |
| Returns for 10 years | 65.06 | 168.72 | 39% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IJH | 69.90 | 0.52 | +0.75% |
| iShares Core S&P Mid-Cap ETF | |||
| ADIV | 18.54 | 0.02 | +0.11% |
| Guinness Atkinson Asia Pcfc Div Bldr ETF | |||
| GSSC | 79.00 | -0.54 | -0.68% |
| Goldman Sachs ActiveBeta® US SmCp Eq ETF | |||
| OALC | 35.74 | -0.25 | -0.71% |
| OneAscent Large Cap Core ETF | |||
| SNOU | 22.72 | -2.13 | -8.57% |
| T-Rex 2X Long SNOW Daily Target ETF | |||