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OLVTX vs VIVIX
OLVTX vs VIVIX Comparison
Open Charts OLVTX vs VIVIX
JPMorgan Large Cap Value R3
Price$21.25
Change+$0.20 (+0.95%)
VolumeN/A
Net Assets5.24B
Vanguard Value Index I
Price$71.42
Change+$0.52 (+0.73%)
VolumeN/A
Net Assets195.81B
OLVTX vs VIVIX Comparison Chart in %
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OLVTX vs. VIVIX commentary
Sep 06, 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 OLVTX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. OLVTX (5.24B). VIVIX pays higher dividends than OLVTX: VIVIX (2.11) vs OLVTX (0.95). OLVTX was incepted earlier than VIVIX: OLVTX (7 years) vs VIVIX (27 years). OLVTX (1.01) is less costly to investors than VIVIX (0.04). OLVTX is a more actively managed with annual turnover of: 167.00 vs. VIVIX (9.00). OLVTX has a lower initial minimum investment than VIVIX: OLVTX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 6.41 vs. OLVTX (1.76). VIVIX return over 5 years is better than : 69.47 vs. OLVTX (62.10).
| OLVTX | VIVIX | OLVTX / VIVIX | |
| Total Expense Ratio | 0.94 | 0.04 | 2,350% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 8.030 | 7.427 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 196B | 3% |
| Annual Yield % from dividends | 0.95 | 2.11 | 45% |
| Returns for 1 year | 1.76 | 6.41 | 27% |
| Returns for 3 years | 20.62 | 35.59 | 58% |
| Returns for 5 years | 62.10 | 69.47 | 89% |
| Returns for 10 years | N/A | 136.50 | - |
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