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OFVIX vs VVIAX
OFVIX vs VVIAX Comparison
Open Charts OFVIX vs VVIAX
O'Shaughnessy Market Leaders Value I
Price$21.44
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets248.56M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OFVIX vs VVIAX Comparison Chart in %
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OFVIX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OFVIX (249M). VVIAX pays higher dividends than OFVIX: VVIAX (2.18) vs OFVIX (1.87). 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 : 9.75 vs. OFVIX (8.40). OFVIX return over 5 years is better than : 95.29 vs. VVIAX (74.87).
| 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 | 10.459 | 6.714 | 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 | 2.18 | 86% |
| Returns for 1 year | 8.40 | 9.75 | 86% |
| Returns for 3 years | 35.50 | 34.32 | 103% |
| Returns for 5 years | 95.29 | 74.87 | 127% |
| Returns for 10 years | N/A | 116.26 | - |
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