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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$18.95
Change-$0.16 (-0.84%)
VolumeN/A
Net Assets1.85B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OCLVX vs VIVAX Comparison Chart
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OCLVX vs. VIVAX 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 OCLVX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. OCLVX (1.85B). VIVAX pays higher dividends than OCLVX: VIVAX (2.16) vs OCLVX (0.00). OCLVX was incepted earlier than VIVAX: OCLVX (22 years) vs VIVAX (33 years). OCLVX (1.96) is less costly to investors than VIVAX (0.17). OCLVX is a more actively managed with annual turnover of: 14.00 vs. VIVAX (9.00). OCLVX has a lower initial minimum investment than VIVAX: OCLVX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. OCLVX (2.60). VIVAX return over 5 years is better than : 72.56 vs. OCLVX (28.54).
| OCLVX | VIVAX | OCLVX / VIVAX | |
| Total Expense Ratio | 1.91 | 0.17 | 1,124% |
| Annual Report Gross Expense Ratio | 1.96 | 0.17 | 1,153% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 3.101 | 2.419 | 128% |
| Front Load | N/A | 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 | 0.00 | 2.16 | - |
| Returns for 1 year | 2.60 | 8.01 | 32% |
| Returns for 3 years | 5.93 | 32.20 | 18% |
| Returns for 5 years | 28.54 | 72.56 | 39% |
| Returns for 10 years | 20.12 | 103.54 | 19% |
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