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OLVRX vs VIVIX
OLVRX vs VIVIX Comparison
Open Charts OLVRX vs VIVIX
JPMorgan Large Cap Value R4
Price$22.61
Change-$0.05 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.27
Change-$0.09 (-0.13%)
VolumeN/A
CapitalizationN/A
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OLVRX vs VIVIX Comparison Chart
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OLVRX vs. VIVIX commentary
Oct 18, 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 OLVRX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 186B vs. OLVRX (4.9B). VIVIX pays higher dividends than OLVRX: VIVIX (2.37) vs OLVRX (1.46). OLVRX was incepted earlier than VIVIX: OLVRX (6 years) vs VIVIX (26 years). OLVRX is a more actively managed with annual turnover of: 143.00 vs. VIVIX (10.00). OLVRX has a lower initial minimum investment than VIVIX: OLVRX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 27.96 vs. OLVRX (25.72). OLVRX return over 5 years is better than : 67.28 vs. VIVIX (59.57).
| OLVRX | VIVIX | OLVRX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 26 years | - |
| Gain YTD | 18.796 | 19.055 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.9B | 186B | 3% |
| Annual Yield % from dividends | 1.46 | 2.37 | 62% |
| Returns for 1 year | 25.72 | 27.96 | 92% |
| Returns for 3 years | 14.63 | 26.40 | 55% |
| Returns for 5 years | 67.28 | 59.57 | 113% |
| Returns for 10 years | N/A | 130.60 | - |
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