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OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$19.74
Change+$0.13 (+0.66%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OCLVX vs VVIAX Comparison Chart in %
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OCLVX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OCLVX (1.92B). VVIAX pays higher dividends than OCLVX: VVIAX (2.18) vs OCLVX (0.00). OCLVX was incepted earlier than VVIAX: OCLVX (22 years) vs VVIAX (25 years). OCLVX (1.96) is less costly to investors than VVIAX (0.05). OCLVX is a more actively managed with annual turnover of: 14.00 vs. VVIAX (9.00). OCLVX has a lower initial minimum investment than VVIAX: OCLVX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. OCLVX (6.47). VVIAX return over 5 years is better than : 80.13 vs. OCLVX (33.35).
| OCLVX | VVIAX | OCLVX / VVIAX | |
| Total Expense Ratio | 1.91 | 0.05 | 3,820% |
| Annual Report Gross Expense Ratio | 1.96 | 0.05 | 3,920% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 7.399 | 6.198 | 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 | 2.18 | - |
| Returns for 1 year | 6.47 | 12.03 | 54% |
| Returns for 3 years | 8.52 | 35.17 | 24% |
| Returns for 5 years | 33.35 | 80.13 | 42% |
| Returns for 10 years | 27.35 | 115.67 | 24% |
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