Interact to see
Advertisement
Advertisement
OCLVX vs VVIAX
OCLVX vs VVIAX Comparison
Open Charts OCLVX vs VVIAX
Optimum Large Cap Value C
Price$20.63
Change+$0.17 (+0.83%)
VolumeN/A
Net Assets1.95B
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
OCLVX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCLVX vs. VVIAX commentary
Dec 04, 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. OCLVX (1.95B). VVIAX pays higher dividends than OCLVX: VVIAX (2.04) vs OCLVX (0.00). OCLVX was incepted earlier than VVIAX: OCLVX (22 years) vs VVIAX (25 years). OCLVX (1.92) is less costly to investors than VVIAX (0.05). OCLVX is a more actively managed with annual turnover of: 11.00 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 : 4.76 vs. OCLVX (-0.82). VVIAX return over 5 years is better than : 61.18 vs. OCLVX (17.97).
| OCLVX | VVIAX | OCLVX / VVIAX | |
| Total Expense Ratio | 1.92 | 0.05 | 3,840% |
| Annual Report Gross Expense Ratio | 1.92 | 0.05 | 3,840% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 11.262 | 11.776 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 208B | 1% |
| Annual Yield % from dividends | 0.00 | 2.04 | - |
| Returns for 1 year | -0.82 | 4.76 | -17% |
| Returns for 3 years | 2.15 | 29.82 | 7% |
| Returns for 5 years | 17.97 | 61.18 | 29% |
| Returns for 10 years | 33.71 | 127.14 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement