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OLVCX vs VIVIX
OLVCX vs VIVIX Comparison
Open Charts OLVCX vs VIVIX
JPMorgan Large Cap Value C
Price$18.53
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets4.88B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OLVCX vs VIVIX Comparison Chart
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OLVCX vs. VIVIX commentary
May 09, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. OLVCX (4.88B). VIVIX pays higher dividends than OLVCX: VIVIX (2.35) vs OLVCX (0.58). 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 (9.00). 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 : 5.12 vs. OLVCX (-3.13). VIVIX return over 5 years is better than : 72.19 vs. OLVCX (64.92).
| 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 | -2.547 | -0.942 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 184B | 3% |
| Annual Yield % from dividends | 0.58 | 2.35 | 25% |
| Returns for 1 year | -3.13 | 5.12 | -61% |
| Returns for 3 years | 4.83 | 20.66 | 23% |
| Returns for 5 years | 64.92 | 72.19 | 90% |
| Returns for 10 years | 32.94 | 96.21 | 34% |
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