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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$19.78
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.98B
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
OCLVX vs VIVAX Comparison Chart in %
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OCLVX vs. VIVAX commentary
Dec 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. OCLVX (1.98B). 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 : 12.38 vs. OCLVX (6.17). VIVAX return over 5 years is better than : 64.90 vs. OCLVX (14.43).
| 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 | 7.617 | 13.965 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 216B | 1% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | 6.17 | 12.38 | 50% |
| Returns for 3 years | 7.50 | 37.39 | 20% |
| Returns for 5 years | 14.43 | 64.90 | 22% |
| Returns for 10 years | 32.40 | 133.35 | 24% |
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