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OLVRX vs VVIAX
OLVRX vs VVIAX Comparison
Open Charts OLVRX vs VVIAX
JPMorgan Large Cap Value R4
Price$19.20
Change+$0.25 (+1.32%)
VolumeN/A
Net Assets4.65B
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
OLVRX vs VVIAX Comparison Chart
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OLVRX vs. VVIAX commentary
Apr 25, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. OLVRX (4.65B). 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 : 3.38 vs. OLVRX (-4.66). OLVRX return over 5 years is better than : 75.95 vs. VVIAX (69.91).
| 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 | -5.892 | -3.426 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 191B | 2% |
| Annual Yield % from dividends | 1.20 | 2.26 | 53% |
| Returns for 1 year | -4.66 | 3.38 | -138% |
| Returns for 3 years | -2.17 | 12.73 | -17% |
| Returns for 5 years | 75.95 | 69.91 | 109% |
| Returns for 10 years | N/A | 92.47 | - |
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