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OALVX vs VIVIX
OALVX vs VIVIX Comparison
Open Charts OALVX vs VIVIX
Optimum Large Cap Value A
Price$20.48
Change-$0.22 (-1.06%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
OALVX vs VIVIX Comparison Chart in %
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OALVX vs. VIVIX commentary
Nov 14, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. OALVX (1.92B). VIVIX pays higher dividends than OALVX: VIVIX (2.10) vs OALVX (0.76). OALVX was incepted earlier than VIVIX: OALVX (22 years) vs VIVIX (27 years). OALVX (1.17) is less costly to investors than VIVIX (0.04). OALVX is a more actively managed with annual turnover of: 11.00 vs. VIVIX (9.00). OALVX has a lower initial minimum investment than VIVIX: OALVX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.69 vs. OALVX (-0.32). VIVIX return over 5 years is better than : 66.36 vs. OALVX (24.30).
| OALVX | VIVIX | OALVX / VIVIX | |
| Total Expense Ratio | 1.17 | 0.04 | 2,925% |
| Annual Report Gross Expense Ratio | 1.17 | 0.04 | 2,925% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 11.063 | 11.991 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 208B | 1% |
| Annual Yield % from dividends | 0.76 | 2.10 | 36% |
| Returns for 1 year | -0.32 | 6.69 | -5% |
| Returns for 3 years | 6.80 | 33.49 | 20% |
| Returns for 5 years | 24.30 | 66.36 | 37% |
| Returns for 10 years | 44.06 | 134.98 | 33% |
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