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OALVX vs VVIAX
OALVX vs VVIAX Comparison
Open Charts OALVX vs VVIAX
Optimum Large Cap Value A
Price$19.08
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets1.85B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OALVX vs VVIAX Comparison Chart
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OALVX vs. VVIAX commentary
Jun 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OALVX (1.85B). VVIAX pays higher dividends than OALVX: VVIAX (2.28) vs OALVX (0.81). 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 : 8.01 vs. OALVX (3.41). VVIAX return over 5 years is better than : 72.56 vs. OALVX (33.81).
| 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 | 3.471 | 2.436 | 142% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 189B | 1% |
| Annual Yield % from dividends | 0.81 | 2.28 | 35% |
| Returns for 1 year | 3.41 | 8.01 | 42% |
| Returns for 3 years | 8.52 | 32.19 | 26% |
| Returns for 5 years | 33.81 | 72.56 | 47% |
| Returns for 10 years | 29.08 | 103.54 | 28% |
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