⏳ Fetching live dividend data...
Home › Calculator › OILVX Dividend Calculator 2026
Optimum Large Cap Value Fund Class I · NASDAQ
Price: $21.68 · Annual div: $1.53/share · Frequency: annual · Payout ratio: 50% · Ex-div: 2025-12-10
Click to apply scenario to the calculator
Year your monthly dividend income covers each expense (based on current settings)
$10,000 in OILVX → $373.2K in 10 years · $17,402.58/month
Typically, this fund is designed to allocate a minimum of 80% of its total assets—including any capital obtained through borrowing for investment—to equity securities issued by companies with substantial market valuations. This commitment, often referred to as its 80% investment policy, guides its portfolio construction. For the purposes of this fund, "large market capitalization companies" are specifically defined as those firms whose market value closely resembles the companies included in the Russell 1000® Value Index.
This calculation uses the DividendFlow Engine v6.0. Data is verified daily against SEC filings and FMP real-time feeds to ensure projection accuracy.
We'll send you a full breakdown of your projections, DRIP tips, and how to enable dividend reinvestment with your broker.
Free forever. No spam. Unsubscribe anytime. · Privacy Policy
Ready to invest? Open OILVX position with:
Real after-tax yield depends on where you live and how you hold OILVX.
| Account/Country | Tax Rate | After-tax Yield | Real Yield | $10K Annual Income |
|---|---|---|---|---|
| 🇺🇸 Roth IRA / 401k | 0% | 7.07% | 4.27% | $707 / yr |
| 🇺🇸 US Taxable (15%) ✓ | 15% | 6.01% | 3.21% | $601 / yr |
| 🇺🇸 US Taxable (20%) | 20% | 5.66% | 2.86% | $566 / yr |
| 🇬🇧 UK ISA | 0% | 7.07% | 4.27% | $707 / yr |
| 🇬🇧 UK Taxable | 8.75% | 6.45% | 3.65% | $645 / yr |
| 🇨🇦 TFSA | 0% | 7.07% | 4.27% | $707 / yr |
| 🇨🇦 CA Taxable | 25% | 5.30% | 2.50% | $530 / yr |
| 🇦🇺 Super (pension) | 15% | 6.01% | 3.21% | $601 / yr |
| 🇦🇺 AU Taxable | 30% | 4.95% | 2.15% | $495 / yr |
| 🇩🇪 DE Taxable | 26.375% | 5.21% | 2.41% | $521 / yr |
| 🇫🇷 FR Taxable | 30% | 4.95% | 2.15% | $495 / yr |
Real yield = after-tax yield minus US CPI of 2.8%. 12-month CPI (US BLS via FMP economic-indicators). Click any row to select. US withholding tax (30%, reducible by treaty) applies to non-US residents holding US stocks in taxable accounts.
12-month CPI (US BLS via FMP economic-indicators).
Based on current dividend of $1.53/share/yr · 🇺🇸 US Taxable (15%) · static projection (no growth assumed).
OILVX pays annually — 1 payment per year.
How OILVX compares to typical Financial Services averages.
Benchmarks: S&P 500 sector averages (2024–2026). Sources: Morningstar, Bloomberg, NAREIT. 5Y CAGR for OILVX sourced from FMP /financial-growth endpoint — real data, not estimates.
Compare OILVX with peers: OILVX vs AMGIX · OILVX vs BIGRX · OILVX vs BIIEX
Dividend yields, payout ratios, and financial metrics are sourced from Financial Modeling Prep (FMP) and cross-referenced with SEC EDGAR filings. Data is cached and updated every 24 hours via our nightly refresh. DRIP projections are forward-looking estimates, not guarantees.
Educational purposes only. Not financial advice. DividendFlow is not a registered investment advisor. Projections generated by the OILVX dividend calculator are estimates based on historical data and user inputs. Actual future returns, stock prices, and dividend payments will vary. Dividends can be cut or suspended at any time. All investments carry risk, including the loss of principal. Please consult a qualified financial professional before making any investment decisions. Full disclaimer →
Optimum Large Cap Value Fund Class I (OILVX) is currently trading at $21.68, trading near its 52-week high. The current dividend yield is 7.07% based on an annual payout of $1.53 per share.
Optimum Large Cap Value Fund Class I (OILVX) is a financial services stock currently trading at $21.68 with a dividend yield of 7.07%. The company pays an annual dividend of $1.53 per share. The payout ratio of 50% suggests the dividend is well-covered by earnings. Over the past 5 years, OILVX has grown its dividend at a compound annual rate of 33.5%.
Auto-generated from live market data. For educational purposes only — not financial advice.
Illustrative examples of common use cases, written by the DividendFlow team — not customer reviews.
Finally a free dividend calculator that doesn't make me sign up or connect my brokerage. Entered SCHD and got the full DRIP projection in seconds. Bookmarked immediately.
I've been trying to figure out how much dividend income I'd need to retire. This tool showed me exactly — $400K in JEPI at 7% yield gives me $2,333/month. No calculator did that this clearly before.
Really solid passive income calculator. Covers everything: DRIP compounding, Roth IRA tax savings, DCA contributions. The year-by-year breakdown is what I was missing from other tools.
As someone planning retirement in 5 years, this dividend yield calculator showed me I need about 12% more in dividend stocks to hit my income target. Incredibly useful and completely free.
The Congress trades tracker is genius. Saw that several senators were buying O (Realty Income) and immediately ran it through the DRIP calculator. Bought 50 shares the next day.
For educational purposes only. Not financial advice.
Share your real experience on Trustpilot →If DividendFlow helped you see your future dividend income clearly, other investors deserve the same clarity. Your review takes 30 seconds and makes a real difference.
⏱️ Takes 30 seconds · No signup · Free forever