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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$20.63
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets1.95B
Vanguard Value Index I
Price$74.34
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
OCLVX vs VIVAX Comparison Chart in %
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OCLVX vs. VIVAX commentary
Dec 04, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. OCLVX (1.95B). VIVAX pays higher dividends than OCLVX: VIVAX (1.93) vs OCLVX (0.00). OCLVX was incepted earlier than VIVAX: OCLVX (22 years) vs VIVAX (33 years). OCLVX (1.92) is less costly to investors than VIVAX (0.17). OCLVX is a more actively managed with annual turnover of: 11.00 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 : 4.76 vs. OCLVX (-0.82). VIVAX return over 5 years is better than : 61.14 vs. OCLVX (17.97).
| OCLVX | VIVAX | OCLVX / VIVAX | |
| Total Expense Ratio | 1.92 | 0.17 | 1,129% |
| Annual Report Gross Expense Ratio | 1.92 | 0.17 | 1,129% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 11.262 | 11.753 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 208B | 1% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | -0.82 | 4.76 | -17% |
| Returns for 3 years | 2.15 | 29.79 | 7% |
| Returns for 5 years | 17.97 | 61.14 | 29% |
| Returns for 10 years | 33.71 | 127.21 | 27% |