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OCLVX vs VIVIX
OCLVX vs VIVIX Comparison
Open Charts OCLVX vs VIVIX
Optimum Large Cap Value C
Price$19.74
Change+$0.13 (+0.66%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index I
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OCLVX vs VIVIX Comparison Chart in %
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OCLVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. OCLVX (1.92B). VIVIX pays higher dividends than OCLVX: VIVIX (2.19) vs OCLVX (0.00). OCLVX was incepted earlier than VIVIX: OCLVX (22 years) vs VIVIX (27 years). OCLVX (1.96) is less costly to investors than VIVIX (0.04). OCLVX is a more actively managed with annual turnover of: 14.00 vs. VIVIX (9.00). OCLVX has a lower initial minimum investment than VIVIX: OCLVX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 12.05 vs. OCLVX (6.47). VIVIX return over 5 years is better than : 80.14 vs. OCLVX (33.35).
| OCLVX | VIVIX | OCLVX / VIVIX | |
| Total Expense Ratio | 1.91 | 0.04 | 4,775% |
| Annual Report Gross Expense Ratio | 1.96 | 0.04 | 4,900% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 7.399 | 6.215 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 189B | 1% |
| Annual Yield % from dividends | 0.00 | 2.19 | - |
| Returns for 1 year | 6.47 | 12.05 | 54% |
| Returns for 3 years | 8.52 | 35.17 | 24% |
| Returns for 5 years | 33.35 | 80.14 | 42% |
| Returns for 10 years | 27.35 | 115.68 | 24% |
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