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DODGX vs OIEIX
DODGX vs OIEIX Comparison
Open Charts DODGX vs OIEIX
JPMorgan Equity Income A
Price$24.63
Change-$0.36 (-1.44%)
VolumeN/A
Net Assets44.12B
DODGX vs OIEIX Comparison Chart in %
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DODGX vs. OIEIX commentary
Jul 16, 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 DODGX is a Buy and OIEIX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. OIEIX (44.1B). OIEIX pays higher dividends than DODGX: OIEIX (1.47) vs DODGX (1.38). DODGX was incepted earlier than OIEIX: DODGX (61 years) vs OIEIX (33 years). OIEIX (0.95) is less costly to investors than DODGX (0.51). OIEIX is a more actively managed with annual turnover of: 20.00 vs. DODGX (15.00). OIEIX has a lower initial minimum investment than DODGX: OIEIX (1000) vs DODGX (2500). OIEIX annual gain was more profitable for investors over the last year : 5.33 vs. DODGX (3.50). DODGX return over 5 years is better than : 70.33 vs. OIEIX (58.45).
| DODGX | OIEIX | DODGX / OIEIX | |
| Total Expense Ratio | 0.51 | 0.95 | 54% |
| Annual Report Gross Expense Ratio | 0.51 | 0.95 | 54% |
| Fund Existence | 61 years | 33 years | - |
| Gain YTD | 5.315 | 7.576 | 70% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 44.1B | 265% |
| Annual Yield % from dividends | 1.38 | 1.47 | 93% |
| Returns for 1 year | 3.50 | 5.33 | 66% |
| Returns for 3 years | 29.77 | 23.01 | 129% |
| Returns for 5 years | 70.33 | 58.45 | 120% |
| Returns for 10 years | 55.88 | 101.43 | 55% |
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