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OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$20.65
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets5.13B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
OLVTX vs VVIAX Comparison Chart in %
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OLVTX vs. VVIAX commentary
Jul 08, 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: 189B vs. OLVTX (5.13B). 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 : 12.03 vs. OLVTX (5.74). VVIAX return over 5 years is better than : 80.13 vs. OLVTX (73.33).
| 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 | 5.977 | 6.198 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.13B | 189B | 3% |
| Annual Yield % from dividends | 0.98 | 2.18 | 45% |
| Returns for 1 year | 5.74 | 12.03 | 48% |
| Returns for 3 years | 20.33 | 35.17 | 58% |
| Returns for 5 years | 73.33 | 80.13 | 92% |
| Returns for 10 years | N/A | 115.67 | - |
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