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OLVCX vs VVIAX
OLVCX vs VVIAX Comparison
Open Charts OLVCX vs VVIAX
JPMorgan Large Cap Value C
Price$20.64
Change-$0.12 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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OLVCX vs VVIAX Comparison Chart
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OLVCX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. OLVCX (4.78B). 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 : 24.02 vs. OLVCX (18.40). VVIAX (55.46) and OLVCX (54.27) have equivalent 5 years return.
| 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 | 13.836 | 16.303 | 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 | 2.36 | 37% |
| Returns for 1 year | 18.40 | 24.02 | 77% |
| Returns for 3 years | 14.85 | 28.29 | 52% |
| Returns for 5 years | 54.27 | 55.46 | 98% |
| Returns for 10 years | 32.80 | 114.04 | 29% |