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OCLVX vs VIVAX
OCLVX vs VIVAX Comparison
Open Charts OCLVX vs VIVAX
Optimum Large Cap Value C
Price$19.85
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OCLVX vs VIVAX Comparison Chart in %
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OCLVX vs. VIVAX commentary
Jul 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B 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: 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 : 9.76 vs. OCLVX (4.97). VIVAX return over 5 years is better than : 74.87 vs. OCLVX (29.39).
| 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 | 7.998 | 6.724 | 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 | 195B | 1% |
| Annual Yield % from dividends | 0.00 | 2.06 | - |
| Returns for 1 year | 4.97 | 9.76 | 51% |
| Returns for 3 years | 7.47 | 34.31 | 22% |
| Returns for 5 years | 29.39 | 74.87 | 39% |
| Returns for 10 years | 28.55 | 116.32 | 25% |
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