Ad is loading...
OLVCX vs VVIAX
OLVCX vs VVIAX Comparison
Open Charts OLVCX vs VVIAX
JPMorgan Large Cap Value C
Price$18.99
Change-$0.58 (-2.96%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OLVCX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OLVCX vs. VVIAX commentary
Dec 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OLVCX (5.03B). 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 : 16.45 vs. OLVCX (9.08). VVIAX return over 5 years is better than : 44.62 vs. OLVCX (36.66).
| 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 | 8.160 | 16.051 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 195B | 3% |
| Annual Yield % from dividends | 0.88 | 2.36 | 37% |
| Returns for 1 year | 9.08 | 16.45 | 55% |
| Returns for 3 years | 12.74 | 20.49 | 62% |
| Returns for 5 years | 36.66 | 44.62 | 82% |
| Returns for 10 years | 42.36 | 104.84 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...