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OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$20.34
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets5.06B
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
OLVTX vs VVIAX Comparison Chart
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OLVTX vs. VVIAX commentary
Jan 19, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OLVTX (5.06B). VVIAX pays higher dividends than OLVTX: VVIAX (2.36) vs OLVTX (1.29). OLVTX was incepted earlier than VVIAX: OLVTX (6 years) vs VVIAX (24 years). OLVTX is a more actively managed with annual turnover of: 143.00 vs. VVIAX (10.00). 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 : 18.18 vs. OLVTX (12.49). VVIAX return over 5 years is better than : 44.18 vs. OLVTX (37.79).
| OLVTX | VVIAX | OLVTX / 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 | 3.882 | 3.195 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 184B | 3% |
| Annual Yield % from dividends | 1.29 | 2.36 | 55% |
| Returns for 1 year | 12.49 | 18.18 | 69% |
| Returns for 3 years | 5.88 | 18.46 | 32% |
| Returns for 5 years | 37.79 | 44.18 | 86% |
| Returns for 10 years | N/A | 111.13 | - |
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