Ad is loading...
DODGX vs OIERX
DODGX vs OIERX Comparison
Open Charts DODGX vs OIERX
JPMorgan Equity Income R5
Price$25.83
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
DODGX vs OIERX Comparison Chart
Loading...
DODGX vs. OIERX commentary
Sep 21, 2024
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 StrongBuy and OIERX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. OIERX (46.4B). OIERX pays higher dividends than DODGX: OIERX (2.03) vs DODGX (1.36). DODGX was incepted earlier than OIERX: DODGX (60 years) vs OIERX (14 years). DODGX is a more actively managed with annual turnover of: 12.00 vs. OIERX (8.00). OIERX has a lower initial minimum investment than DODGX: OIERX (0) vs DODGX (2500). OIERX (20.73) and DODGX (20.73) have marching annual gain over last year. OIERX (51.61) and DODGX (50.19) have equivalent 5 years return.
| DODGX | OIERX | DODGX / OIERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 60 years | 14 years | - |
| Gain YTD | 12.733 | 13.853 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 46.4B | 250% |
| Annual Yield % from dividends | 1.36 | 2.03 | 67% |
| Returns for 1 year | 20.73 | 20.73 | 100% |
| Returns for 3 years | 20.35 | 20.26 | 100% |
| Returns for 5 years | 50.19 | 51.61 | 97% |
| Returns for 10 years | 58.41 | 116.20 | 50% |
View a ticker or compare two or three
VS
VS
Ad is loading...