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OILVX vs VVIAX
OILVX vs VVIAX Comparison
Open Charts OILVX vs VVIAX
Optimum Large Cap Value Instl
Price$20.15
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets1.92B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OILVX vs VVIAX Comparison Chart in %
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OILVX 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 OILVX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OILVX (1.92B). VVIAX pays higher dividends than OILVX: VVIAX (2.18) vs OILVX (1.16). OILVX was incepted earlier than VVIAX: OILVX (22 years) vs VVIAX (25 years). OILVX (0.96) is less costly to investors than VVIAX (0.05). OILVX is a more actively managed with annual turnover of: 11.00 vs. VVIAX (9.00). OILVX has a lower initial minimum investment than VVIAX: OILVX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. OILVX (6.14). VVIAX return over 5 years is better than : 74.87 vs. OILVX (36.64).
| OILVX | VVIAX | OILVX / VVIAX | |
| Total Expense Ratio | 0.91 | 0.05 | 1,820% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 8.625 | 6.714 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 195B | 1% |
| Annual Yield % from dividends | 1.16 | 2.18 | 53% |
| Returns for 1 year | 6.14 | 9.75 | 63% |
| Returns for 3 years | 11.07 | 34.32 | 32% |
| Returns for 5 years | 36.64 | 74.87 | 49% |
| Returns for 10 years | 41.50 | 116.26 | 36% |
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