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OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$20.57
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets5.14B
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
OLVTX vs VVIAX Comparison Chart in %
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OLVTX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 196B vs. OLVTX (5.14B). VVIAX pays higher dividends than OLVTX: VVIAX (2.18) vs OLVTX (0.98). 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 : 7.91 vs. OLVTX (1.63). VVIAX return over 5 years is better than : 68.54 vs. OLVTX (58.06).
| 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 | 25 years | - |
| Gain YTD | 5.566 | 6.517 | 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 | 2.18 | 45% |
| Returns for 1 year | 1.63 | 7.91 | 21% |
| Returns for 3 years | 10.79 | 25.93 | 42% |
| Returns for 5 years | 58.06 | 68.54 | 85% |
| Returns for 10 years | N/A | 114.61 | - |
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