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DOXGX vs OIERX
DOXGX vs OIERX Comparison
Open Charts DOXGX vs OIERX
JPMorgan Equity Income R5
Price$25.52
Change+$0.17 (+0.67%)
VolumeN/A
Net Assets43.69B
DOXGX vs OIERX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
DOXGX has more cash in the bank: 117B vs. OIERX (43.7B). OIERX pays higher dividends than DOXGX: OIERX (1.81) vs DOXGX (1.47). DOXGX was incepted earlier than OIERX: DOXGX (3 years) vs OIERX (14 years). OIERX (0.55) is less costly to investors than DOXGX (0.46). OIERX is a more actively managed with annual turnover of: 20.00 vs. DOXGX (15.00). OIERX has a lower initial minimum investment than DOXGX: OIERX (0) vs DOXGX (2500). DOXGX annual gain was more profitable for investors over the last year : 2.91 vs. OIERX (2.70).
| DOXGX | OIERX | DOXGX / OIERX | |
| Total Expense Ratio | 0.41 | 0.55 | 75% |
| Annual Report Gross Expense Ratio | 0.46 | 0.55 | 84% |
| Fund Existence | 3 years | 14 years | - |
| Gain YTD | 5.718 | 6.806 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 43.7B | 268% |
| Annual Yield % from dividends | 1.47 | 1.81 | 81% |
| Returns for 1 year | 2.91 | 2.70 | 108% |
| Returns for 3 years | 31.09 | 24.47 | 127% |
| Returns for 5 years | N/A | 59.35 | - |
| Returns for 10 years | N/A | 106.53 | - |
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