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OLVCX vs VVIAX
OLVCX vs VVIAX Comparison
Open Charts OLVCX vs VVIAX
JPMorgan Large Cap Value C
Price$19.93
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
OLVCX vs VVIAX Comparison Chart
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OLVCX vs. VVIAX commentary
Jan 31, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OLVCX (5.06B). VVIAX pays higher dividends than OLVCX: VVIAX (2.36) vs OLVCX (0.88). OLVCX was incepted earlier than VVIAX: OLVCX (26 years) vs VVIAX (24 years). OLVCX is a more actively managed with annual turnover of: 143.00 vs. VVIAX (10.00). OLVCX has a lower initial minimum investment than VVIAX: OLVCX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.69 vs. OLVCX (10.86). VVIAX return over 5 years is better than : 50.85 vs. OLVCX (43.08).
| OLVCX | VVIAX | OLVCX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 5.283 | 3.907 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 0.88 | 2.36 | 37% |
| Returns for 1 year | 10.86 | 16.69 | 65% |
| Returns for 3 years | 8.30 | 21.04 | 39% |
| Returns for 5 years | 43.08 | 50.85 | 85% |
| Returns for 10 years | 49.95 | 114.24 | 44% |