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OALVX vs VVIAX
OALVX vs VVIAX Comparison
Open Charts OALVX vs VVIAX
Optimum Large Cap Value A
Price$20.48
Change-$0.22 (-1.06%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
OALVX vs VVIAX Comparison Chart in %
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OALVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. OALVX (1.92B). VVIAX pays higher dividends than OALVX: VVIAX (2.09) vs OALVX (0.76). OALVX was incepted earlier than VVIAX: OALVX (22 years) vs VVIAX (25 years). OALVX (1.17) is less costly to investors than VVIAX (0.05). OALVX is a more actively managed with annual turnover of: 11.00 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 : 5.48 vs. OALVX (-0.32). VVIAX return over 5 years is better than : 64.69 vs. OALVX (24.30).
| OALVX | VVIAX | OALVX / VVIAX | |
| Total Expense Ratio | 1.17 | 0.05 | 2,340% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 11.063 | 10.852 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 208B | 1% |
| Annual Yield % from dividends | 0.76 | 2.09 | 36% |
| Returns for 1 year | -0.32 | 5.48 | -6% |
| Returns for 3 years | 6.80 | 32.94 | 21% |
| Returns for 5 years | 24.30 | 64.69 | 38% |
| Returns for 10 years | 44.06 | 128.99 | 34% |
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