Ad is loading...
OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$20.20
Change-$0.43 (-2.08%)
VolumeN/A
Net Assets5.01B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
OLVTX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
OLVTX vs. VVIAX commentary
Feb 23, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. OLVTX (5.01B). 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 : 13.46 vs. OLVTX (7.09). VVIAX return over 5 years is better than : 47.22 vs. OLVTX (38.91).
| 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 | 3.167 | 4.164 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 193B | 3% |
| Annual Yield % from dividends | 1.29 | 2.36 | 55% |
| Returns for 1 year | 7.09 | 13.46 | 53% |
| Returns for 3 years | 6.01 | 23.94 | 25% |
| Returns for 5 years | 38.91 | 47.22 | 82% |
| Returns for 10 years | N/A | 105.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...