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OALVX vs VVIAX
OALVX vs VVIAX Comparison
Open Charts OALVX vs VVIAX
Optimum Large Cap Value A
Price$19.70
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets1.97B
Vanguard Value Index Adm
Price$75.38
Change+$0.29 (+0.39%)
VolumeN/A
Net Assets215.53B
OALVX vs VVIAX Comparison Chart in %
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OALVX vs. VVIAX commentary
Dec 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 216B vs. OALVX (1.97B). VVIAX pays higher dividends than OALVX: VVIAX (2.04) vs OALVX (0.74). 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 : 10.48 vs. OALVX (4.23). VVIAX return over 5 years is better than : 63.75 vs. OALVX (17.51).
| 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 | 6.833 | 14.231 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 216B | 1% |
| Annual Yield % from dividends | 0.74 | 2.04 | 36% |
| Returns for 1 year | 4.23 | 10.48 | 40% |
| Returns for 3 years | 9.67 | 38.63 | 25% |
| Returns for 5 years | 17.51 | 63.75 | 27% |
| Returns for 10 years | 46.06 | 142.63 | 32% |
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