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OLVRX vs VVIAX
OLVRX vs VVIAX Comparison
Open Charts OLVRX vs VVIAX
JPMorgan Large Cap Value R4
Price$20.83
Change-$0.44 (-2.07%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OLVRX vs VVIAX Comparison Chart
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OLVRX vs. VVIAX commentary
Feb 23, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OLVRX (5.01B). 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 : 13.46 vs. OLVRX (7.71). VVIAX return over 5 years is better than : 47.22 vs. OLVRX (41.29).
| 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 | 3.221 | 4.164 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 193B | 3% |
| Annual Yield % from dividends | 1.46 | 2.36 | 62% |
| Returns for 1 year | 7.71 | 13.46 | 57% |
| Returns for 3 years | 7.09 | 23.94 | 30% |
| Returns for 5 years | 41.29 | 47.22 | 87% |
| Returns for 10 years | N/A | 105.55 | - |
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