OLVTX
Price
$19.75
Change
+$0.22 (+1.13%)
Updated
Jun 6 closing price
Net Assets
4.91B
VVIAX
Price
$67.50
Change
+$0.65 (+0.97%)
Updated
Jun 6 closing price
Net Assets
188.77B
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OLVTX vs VVIAX

Header iconOLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAXBanner chart's image
JPMorgan Large Cap Value R3
Price$19.75
Change+$0.22 (+1.13%)
VolumeN/A
Net Assets4.91B
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
OLVTX vs VVIAX Comparison Chart
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OLVTX vs. VVIAX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. OLVTX (4.91B). VVIAX pays higher dividends than OLVTX: VVIAX (2.28) vs OLVTX (1.01). 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 : 6.82 vs. OLVTX (-0.50). VVIAX return over 5 years is better than : 58.69 vs. OLVTX (47.19).
OLVTXVVIAXOLVTX / VVIAX
Total Expense Ratio0.940.051,880%
Annual Report Gross Expense Ratio1.010.052,020%
Fund Existence7 years25 years-
Gain YTD-0.0911.255-7%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.91B189B3%
Annual Yield % from dividends1.012.2844%
Returns for 1 year-0.506.82-7%
Returns for 3 years3.3518.5118%
Returns for 5 years47.1958.6980%
Returns for 10 yearsN/A102.89-
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