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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$19.74
Change+$0.13 (+0.66%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OCLVX vs VIVAX Comparison Chart in %
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OCLVX vs. VIVAX commentary
Jul 07, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. OCLVX (1.92B). VIVAX pays higher dividends than OCLVX: VIVAX (2.06) 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 : 12.04 vs. OCLVX (6.47). VIVAX return over 5 years is better than : 80.14 vs. OCLVX (33.35).
| 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 | 7.399 | 6.209 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 189B | 1% |
| Annual Yield % from dividends | 0.00 | 2.06 | - |
| Returns for 1 year | 6.47 | 12.04 | 54% |
| Returns for 3 years | 8.52 | 35.16 | 24% |
| Returns for 5 years | 33.35 | 80.14 | 42% |
| Returns for 10 years | 27.35 | 115.74 | 24% |
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