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OLVRX vs VVIAX
OLVRX vs VVIAX Comparison
Open Charts OLVRX vs VVIAX
JPMorgan Large Cap Value R4
Price$20.27
Change-$0.62 (-2.97%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
OLVRX vs VVIAX Comparison Chart
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OLVRX 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 OLVRX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OLVRX (5.03B). VVIAX pays higher dividends than OLVRX: VVIAX (2.36) vs OLVRX (1.46). OLVRX was incepted earlier than VVIAX: OLVRX (6 years) vs VVIAX (24 years). OLVRX is a more actively managed with annual turnover of: 143.00 vs. VVIAX (10.00). OLVRX has a lower initial minimum investment than VVIAX: OLVRX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.45 vs. OLVRX (10.46). VVIAX (44.62) and OLVRX (42.81) have equivalent 5 years return.
| OLVRX | VVIAX | OLVRX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 9.516 | 16.051 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 195B | 3% |
| Annual Yield % from dividends | 1.46 | 2.36 | 62% |
| Returns for 1 year | 10.46 | 16.45 | 64% |
| Returns for 3 years | 15.66 | 20.49 | 76% |
| Returns for 5 years | 42.81 | 44.62 | 96% |
| Returns for 10 years | N/A | 104.84 | - |
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