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OLVCX vs VIVIX
OLVCX vs VIVIX Comparison
Open Charts OLVCX vs VIVIX
JPMorgan Large Cap Value C
Price$20.64
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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OLVCX vs VIVIX Comparison Chart
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OLVCX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. OLVCX (4.78B). VIVIX pays higher dividends than OLVCX: VIVIX (2.37) vs OLVCX (0.88). OLVCX was incepted earlier than VIVIX: OLVCX (26 years) vs VIVIX (26 years). OLVCX is a more actively managed with annual turnover of: 143.00 vs. VIVIX (10.00). OLVCX has a lower initial minimum investment than VIVIX: OLVCX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 24.01 vs. OLVCX (18.40). VIVIX (55.47) and OLVCX (54.27) have equivalent 5 years return.
| OLVCX | VIVIX | OLVCX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 26 years | - |
| Gain YTD | 13.836 | 16.286 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 183B | 3% |
| Annual Yield % from dividends | 0.88 | 2.37 | 37% |
| Returns for 1 year | 18.40 | 24.01 | 77% |
| Returns for 3 years | 14.85 | 28.27 | 53% |
| Returns for 5 years | 54.27 | 55.47 | 98% |
| Returns for 10 years | 32.80 | 114.02 | 29% |
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