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OLVRX vs VVIAX
OLVRX vs VVIAX Comparison
Open Charts OLVRX vs VVIAX
JPMorgan Large Cap Value R4
Price$19.36
Change-$0.83 (-4.11%)
VolumeN/A
Net Assets4.87B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
OLVRX vs VVIAX Comparison Chart
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OLVRX vs. VVIAX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. OLVRX (4.87B). VVIAX pays higher dividends than OLVRX: VVIAX (2.26) vs OLVRX (1.20). OLVRX was incepted earlier than VVIAX: OLVRX (7 years) vs VVIAX (24 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 (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 : 7.67 vs. OLVRX (-0.25). OLVRX return over 5 years is better than : 116.28 vs. VVIAX (101.69).
| 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 | 24 years | - |
| Gain YTD | 0.266 | 2.421 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 195B | 2% |
| Annual Yield % from dividends | 1.20 | 2.26 | 53% |
| Returns for 1 year | -0.25 | 7.67 | -3% |
| Returns for 3 years | 0.96 | 17.36 | 6% |
| Returns for 5 years | 116.28 | 101.69 | 114% |
| Returns for 10 years | N/A | 106.86 | - |