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OCLVX vs VIVIX
OCLVX vs VIVIX Comparison
Open Charts OCLVX vs VIVIX
Optimum Large Cap Value C
Price$19.78
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets1.98B
Vanguard Value Index I
Price$75.20
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
OCLVX vs VIVIX Comparison Chart in %
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OCLVX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 216B vs. OCLVX (1.98B). VIVIX pays higher dividends than OCLVX: VIVIX (2.05) vs OCLVX (0.00). OCLVX was incepted earlier than VIVIX: OCLVX (22 years) vs VIVIX (28 years). OCLVX (1.92) is less costly to investors than VIVIX (0.04). OCLVX is a more actively managed with annual turnover of: 11.00 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 : 12.39 vs. OCLVX (6.17). VIVIX return over 5 years is better than : 64.94 vs. OCLVX (14.43).
| OCLVX | VIVIX | OCLVX / VIVIX | |
| Total Expense Ratio | 1.92 | 0.04 | 4,800% |
| Annual Report Gross Expense Ratio | 1.92 | 0.04 | 4,800% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 7.617 | 13.976 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 216B | 1% |
| Annual Yield % from dividends | 0.00 | 2.05 | - |
| Returns for 1 year | 6.17 | 12.39 | 50% |
| Returns for 3 years | 7.50 | 37.40 | 20% |
| Returns for 5 years | 14.43 | 64.94 | 22% |
| Returns for 10 years | 32.40 | 133.37 | 24% |
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