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OFVIX vs VIVAX
OFVIX vs VIVAX Comparison
Open Charts OFVIX vs VIVAX
O'Shaughnessy Market Leaders Value I
Price$21.44
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets248.56M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OFVIX vs VIVAX Comparison Chart in %
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OFVIX vs. VIVAX commentary
Jul 27, 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 OFVIX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. OFVIX (249M). VIVAX pays higher dividends than OFVIX: VIVAX (2.06) vs OFVIX (1.87). OFVIX was incepted earlier than VIVAX: OFVIX (9 years) vs VIVAX (33 years). OFVIX (0.54) is less costly to investors than VIVAX (0.17). OFVIX is a more actively managed with annual turnover of: 53.57 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than OFVIX: VIVAX (3000) vs OFVIX (10000). VIVAX annual gain was more profitable for investors over the last year : 9.76 vs. OFVIX (8.40). OFVIX return over 5 years is better than : 95.29 vs. VIVAX (74.87).
| OFVIX | VIVAX | OFVIX / VIVAX | |
| Total Expense Ratio | 0.54 | 0.17 | 318% |
| Annual Report Gross Expense Ratio | 0.54 | 0.17 | 318% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 10.459 | 6.724 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 195B | 0% |
| Annual Yield % from dividends | 1.87 | 2.06 | 91% |
| Returns for 1 year | 8.40 | 9.76 | 86% |
| Returns for 3 years | 35.50 | 34.31 | 103% |
| Returns for 5 years | 95.29 | 74.87 | 127% |
| Returns for 10 years | N/A | 116.32 | - |
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