ARV - Arvida Retirement Villages

[Bjauck]

OCA have had a bit of SP surge recently. I already have a small holding (4% of my share portfolio) in OCA, a larger holding in SUM but nothing invested in ARV. I would like to invest more in one of ARV or OCA but cannot decide between the two. My current preference is to buy a similar size holding in ARV as my holding in OCA.

From ANZ secs:

ARV sp 1.35 nta 1.23 div yield 3.7% p/e 8.76
OCA sp 1.22 nta 0.88 div yield 3.2% p/e 9.6

Is ARV now better value than OCA. Or has OCA got better growth prospects?

* I would be a long term investor (at least 5+yrs)