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OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$22.32
Change-$0.13 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
OLVTX vs VVIAX Comparison Chart
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OLVTX vs. VVIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. OLVTX (5.11B). 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). OLVTX (25.94) and VVIAX (25.54) have marching annual gain over last year. OLVTX return over 5 years is better than : 58.70 vs. VVIAX (50.78).
| 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 | 20.018 | 17.922 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 184B | 3% |
| Annual Yield % from dividends | 1.29 | 2.36 | 55% |
| Returns for 1 year | 25.94 | 25.54 | 102% |
| Returns for 3 years | 12.93 | 21.55 | 60% |
| Returns for 5 years | 58.70 | 50.78 | 116% |
| Returns for 10 years | N/A | 110.49 | - |