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OLVCX vs VIVIX
OLVCX vs VIVIX Comparison
Open Charts OLVCX vs VIVIX
JPMorgan Large Cap Value C
Price$18.15
Change-$0.78 (-4.12%)
VolumeN/A
Net Assets4.87B
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
OLVCX vs VIVIX Comparison Chart
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OLVCX vs. VIVIX commentary
Apr 04, 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 OLVCX is a Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. OLVCX (4.87B). VIVIX pays higher dividends than OLVCX: VIVIX (2.27) vs OLVCX (0.57). OLVCX was incepted earlier than VIVIX: OLVCX (26 years) vs VIVIX (27 years). OLVCX (1.50) is less costly to investors than VIVIX (0.04). OLVCX is a more actively managed with annual turnover of: 167.00 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 : 7.66 vs. OLVCX (-1.58). OLVCX (106.81) and VIVIX (101.66) have equivalent 5 years return.
| OLVCX | VIVIX | OLVCX / VIVIX | |
| Total Expense Ratio | 1.44 | 0.04 | 3,600% |
| Annual Report Gross Expense Ratio | 1.50 | 0.04 | 3,750% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 0.043 | 2.421 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 195B | 2% |
| Annual Yield % from dividends | 0.57 | 2.27 | 25% |
| Returns for 1 year | -1.58 | 7.66 | -21% |
| Returns for 3 years | -1.76 | 17.34 | -10% |
| Returns for 5 years | 106.81 | 101.66 | 105% |
| Returns for 10 years | 37.32 | 106.83 | 35% |
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