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OLVCX vs VIVAX
OLVCX vs VIVAX Comparison
Open Charts OLVCX vs VIVAX
JPMorgan Large Cap Value C
Price$20.64
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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OLVCX vs VIVAX Comparison Chart
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OLVCX vs. VIVAX commentary
Sep 21, 2024
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 OLVCX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. OLVCX (4.78B). VIVAX pays higher dividends than OLVCX: VIVAX (2.25) vs OLVCX (0.88). OLVCX was incepted earlier than VIVAX: OLVCX (26 years) vs VIVAX (32 years). OLVCX is a more actively managed with annual turnover of: 143.00 vs. VIVAX (10.00). OLVCX has a lower initial minimum investment than VIVAX: OLVCX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. OLVCX (18.40). VIVAX (55.44) and OLVCX (54.27) have equivalent 5 years return.
| OLVCX | VIVAX | OLVCX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 32 years | - |
| Gain YTD | 13.836 | 16.261 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 183B | 3% |
| Annual Yield % from dividends | 0.88 | 2.25 | 39% |
| Returns for 1 year | 18.40 | 23.98 | 77% |
| Returns for 3 years | 14.85 | 28.28 | 53% |
| Returns for 5 years | 54.27 | 55.44 | 98% |
| Returns for 10 years | 32.80 | 113.95 | 29% |