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OFVIX vs VVIAX
OFVIX vs VVIAX Comparison
Open Charts OFVIX vs VVIAX
O'Shaughnessy Market Leaders Value I
Price$21.65
Change+$0.21 (+0.98%)
VolumeN/A
Net Assets265.22M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
OFVIX vs VVIAX Comparison Chart in %
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OFVIX vs. VVIAX commentary
Sep 08, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. OFVIX (265M). VVIAX pays higher dividends than OFVIX: VVIAX (2.10) vs OFVIX (1.80). OFVIX was incepted earlier than VVIAX: OFVIX (10 years) vs VVIAX (25 years). OFVIX (0.54) is less costly to investors than VVIAX (0.05). OFVIX is a more actively managed with annual turnover of: 53.57 vs. VVIAX (9.00). VVIAX has a lower initial minimum investment than OFVIX: VVIAX (3000) vs OFVIX (10000). VVIAX annual gain was more profitable for investors over the last year : 7.74 vs. OFVIX (6.45). OFVIX return over 5 years is better than : 88.50 vs. VVIAX (70.16).
| OFVIX | VVIAX | OFVIX / VVIAX | |
| Total Expense Ratio | 0.54 | 0.05 | 1,080% |
| Annual Report Gross Expense Ratio | 0.54 | 0.05 | 1,080% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 11.540 | 7.850 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 203B | 0% |
| Annual Yield % from dividends | 1.80 | 2.10 | 86% |
| Returns for 1 year | 6.45 | 7.74 | 83% |
| Returns for 3 years | 37.58 | 36.61 | 103% |
| Returns for 5 years | 88.50 | 70.16 | 126% |
| Returns for 10 years | N/A | 131.61 | - |
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