Interact to see
Advertisement
Advertisement
OFVIX vs VVIAX
OFVIX vs VVIAX Comparison
Open Charts OFVIX vs VVIAX
O'Shaughnessy Market Leaders Value I
Price$20.05
Change-$0.22 (-1.09%)
VolumeN/A
Net Assets233.44M
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
OFVIX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OFVIX vs. VVIAX commentary
Jun 16, 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: 189B vs. OFVIX (233M). VVIAX pays higher dividends than OFVIX: VVIAX (2.28) vs OFVIX (1.94). OFVIX was incepted earlier than VVIAX: OFVIX (9 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 : 8.01 vs. OFVIX (6.00). OFVIX return over 5 years is better than : 88.98 vs. VVIAX (72.56).
| 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 | 9 years | 25 years | - |
| Gain YTD | 3.297 | 2.436 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 189B | 0% |
| Annual Yield % from dividends | 1.94 | 2.28 | 85% |
| Returns for 1 year | 6.00 | 8.01 | 75% |
| Returns for 3 years | 30.03 | 32.19 | 93% |
| Returns for 5 years | 88.98 | 72.56 | 123% |
| Returns for 10 years | N/A | 103.54 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement