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OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$19.19
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets4.88B
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
OLVTX vs VVIAX Comparison Chart
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OLVTX vs. VVIAX commentary
May 09, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OLVTX (4.88B). VVIAX pays higher dividends than OLVTX: VVIAX (2.34) vs OLVTX (1.04). OLVTX was incepted earlier than VVIAX: OLVTX (7 years) vs VVIAX (25 years). OLVTX (1.01) is less costly to investors than VVIAX (0.05). OLVTX is a more actively managed with annual turnover of: 167.00 vs. VVIAX (9.00). OLVTX has a lower initial minimum investment than VVIAX: OLVTX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 5.12 vs. OLVTX (-2.35). VVIAX (72.19) and OLVTX (69.66) have equivalent 5 years return.
| OLVTX | VVIAX | OLVTX / VVIAX | |
| Total Expense Ratio | 0.94 | 0.05 | 1,880% |
| Annual Report Gross Expense Ratio | 1.01 | 0.05 | 2,020% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | -2.342 | -0.957 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 184B | 3% |
| Annual Yield % from dividends | 1.04 | 2.34 | 44% |
| Returns for 1 year | -2.35 | 5.12 | -46% |
| Returns for 3 years | 6.61 | 20.66 | 32% |
| Returns for 5 years | 69.66 | 72.19 | 96% |
| Returns for 10 years | N/A | 96.21 | - |
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