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OLVTX vs VIVAX
OLVTX vs VIVAX Comparison
Open Charts OLVTX vs VIVAX
JPMorgan Large Cap Value R3
Price$20.57
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets5.14B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OLVTX vs VIVAX Comparison Chart in %
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OLVTX vs. VIVAX commentary
Aug 18, 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 VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. OLVTX (5.14B). VIVAX pays higher dividends than OLVTX: VIVAX (2.06) vs OLVTX (0.98). OLVTX was incepted earlier than VIVAX: OLVTX (7 years) vs VIVAX (33 years). OLVTX (1.01) is less costly to investors than VIVAX (0.17). OLVTX is a more actively managed with annual turnover of: 167.00 vs. VIVAX (9.00). OLVTX has a lower initial minimum investment than VIVAX: OLVTX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.90 vs. OLVTX (1.63). VIVAX return over 5 years is better than : 68.56 vs. OLVTX (58.06).
| OLVTX | VIVAX | OLVTX / VIVAX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 5.566 | 6.512 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.14B | 196B | 3% |
| Annual Yield % from dividends | 0.98 | 2.06 | 48% |
| Returns for 1 year | 1.63 | 7.90 | 21% |
| Returns for 3 years | 10.79 | 25.93 | 42% |
| Returns for 5 years | 58.06 | 68.56 | 85% |
| Returns for 10 years | N/A | 114.64 | - |
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