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OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$18.78
Change-$0.81 (-4.13%)
VolumeN/A
Net Assets4.87B
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
OLVTX vs VVIAX Comparison Chart
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OLVTX vs. VVIAX commentary
Apr 04, 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: 195B vs. OLVTX (4.87B). VVIAX pays higher dividends than OLVTX: VVIAX (2.26) vs OLVTX (1.01). OLVTX was incepted earlier than VVIAX: OLVTX (7 years) vs VVIAX (24 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 (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 : 7.67 vs. OLVTX (-0.75). OLVTX return over 5 years is better than : 112.80 vs. VVIAX (101.69).
| 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 | 24 years | - |
| Gain YTD | 0.216 | 2.421 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 195B | 2% |
| Annual Yield % from dividends | 1.01 | 2.26 | 45% |
| Returns for 1 year | -0.75 | 7.67 | -10% |
| Returns for 3 years | -0.09 | 17.36 | -1% |
| Returns for 5 years | 112.80 | 101.69 | 111% |
| Returns for 10 years | N/A | 106.86 | - |