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OFVIX vs VIVIX
OFVIX vs VIVIX Comparison
Open Charts OFVIX vs VIVIX
O'Shaughnessy Market Leaders Value I
Price$21.07
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets249.95M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OFVIX vs VIVIX Comparison Chart in %
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OFVIX vs. VIVIX commentary
Aug 19, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. OFVIX (250M). VIVIX pays higher dividends than OFVIX: VIVIX (2.19) vs OFVIX (1.86). OFVIX was incepted earlier than VIVIX: OFVIX (9 years) vs VIVIX (27 years). OFVIX (0.54) is less costly to investors than VIVIX (0.04). OFVIX is a more actively managed with annual turnover of: 53.57 vs. VIVIX (9.00). OFVIX has a lower initial minimum investment than VIVIX: OFVIX (10000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.91 vs. OFVIX (5.28). OFVIX return over 5 years is better than : 83.89 vs. VIVIX (68.54).
| OFVIX | VIVIX | OFVIX / VIVIX | |
| Total Expense Ratio | 0.54 | 0.04 | 1,350% |
| Annual Report Gross Expense Ratio | 0.54 | 0.04 | 1,350% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 8.552 | 6.533 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 196B | 0% |
| Annual Yield % from dividends | 1.86 | 2.19 | 85% |
| Returns for 1 year | 5.28 | 7.91 | 67% |
| Returns for 3 years | 23.09 | 25.93 | 89% |
| Returns for 5 years | 83.89 | 68.54 | 122% |
| Returns for 10 years | N/A | 114.61 | - |