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OLVRX vs VVIAX
OLVRX vs VVIAX Comparison
Open Charts OLVRX vs VVIAX
JPMorgan Large Cap Value R4
Price$21.10
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets5.12B
Vanguard Value Index Adm
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
OLVRX vs VVIAX Comparison Chart in %
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OLVRX vs. VVIAX commentary
Jul 19, 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 OLVRX is a Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OLVRX (5.12B). VVIAX pays higher dividends than OLVRX: VVIAX (2.18) vs OLVRX (1.15). OLVRX was incepted earlier than VVIAX: OLVRX (7 years) vs VVIAX (25 years). OLVRX (0.80) is less costly to investors than VVIAX (0.05). OLVRX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (9.00). 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 : 6.23 vs. OLVRX (0.27). VVIAX (71.90) and OLVRX (69.49) have equivalent 5 years return.
| OLVRX | VVIAX | OLVRX / VVIAX | |
| Total Expense Ratio | 0.69 | 0.05 | 1,380% |
| Annual Report Gross Expense Ratio | 0.80 | 0.05 | 1,600% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 5.309 | 5.108 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 195B | 3% |
| Annual Yield % from dividends | 1.15 | 2.18 | 53% |
| Returns for 1 year | 0.27 | 6.23 | 4% |
| Returns for 3 years | 22.11 | 35.74 | 62% |
| Returns for 5 years | 69.49 | 71.90 | 97% |
| Returns for 10 years | N/A | 109.41 | - |
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