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OLVTX vs VVIAX
OLVTX vs VVIAX Comparison
Open Charts OLVTX vs VVIAX
JPMorgan Large Cap Value R3
Price$20.71
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets5.18B
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
OLVTX vs VVIAX Comparison Chart in %
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OLVTX vs. VVIAX commentary
Jul 28, 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: 195B vs. OLVTX (5.18B). 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 : 9.75 vs. OLVTX (3.43). VVIAX return over 5 years is better than : 74.87 vs. OLVTX (66.73).
| 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 | 6.285 | 6.714 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.18B | 195B | 3% |
| Annual Yield % from dividends | 0.98 | 2.18 | 45% |
| Returns for 1 year | 3.43 | 9.75 | 35% |
| Returns for 3 years | 19.07 | 34.32 | 56% |
| Returns for 5 years | 66.73 | 74.87 | 89% |
| Returns for 10 years | N/A | 116.26 | - |
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