Interact to see
Advertisement
Advertisement
OALVX vs VVIAX
OALVX vs VVIAX Comparison
Open Charts OALVX vs VVIAX
Optimum Large Cap Value A
Price$19.89
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OALVX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OALVX vs. VVIAX commentary
Jul 07, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OALVX (1.92B). VVIAX pays higher dividends than OALVX: VVIAX (2.18) vs OALVX (0.78). OALVX was incepted earlier than VVIAX: OALVX (22 years) vs VVIAX (25 years). OALVX (1.21) is less costly to investors than VVIAX (0.05). OALVX is a more actively managed with annual turnover of: 14.00 vs. VVIAX (9.00). OALVX has a lower initial minimum investment than VVIAX: OALVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. OALVX (7.33). VVIAX return over 5 years is better than : 80.13 vs. OALVX (38.84).
| OALVX | VVIAX | OALVX / VVIAX | |
| Total Expense Ratio | 1.16 | 0.05 | 2,320% |
| Annual Report Gross Expense Ratio | 1.21 | 0.05 | 2,420% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 7.863 | 6.198 | 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 | 2.18 | 36% |
| Returns for 1 year | 7.33 | 12.03 | 61% |
| Returns for 3 years | 11.23 | 35.17 | 32% |
| Returns for 5 years | 38.84 | 80.13 | 48% |
| Returns for 10 years | 36.92 | 115.67 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement