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DVOIX vs OICAX
DVOIX vs OICAX Comparison
Open Charts DVOIX vs OICAX
Meeder Moderate Allocation Institutional
Price$12.04
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets177.58M
JPMorgan Investor Conservative Growth A
Price$12.43
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets3.94B
DVOIX vs OICAX Comparison Chart
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DVOIX vs. OICAX commentary
May 01, 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 DVOIX is a Buy and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.94B vs. DVOIX (178M). OICAX pays higher dividends than DVOIX: OICAX (3.36) vs DVOIX (2.31). DVOIX was incepted earlier than OICAX: DVOIX (9 years) vs OICAX (28 years). DVOIX (1.20) is less costly to investors than OICAX (0.94). DVOIX is a more actively managed with annual turnover of: 199.00 vs. OICAX (8.00). OICAX has a lower initial minimum investment than DVOIX: OICAX (500) vs DVOIX (1000000). OICAX annual gain was more profitable for investors over the last year : 5.66 vs. DVOIX (0.92). DVOIX return over 5 years is better than : 21.36 vs. OICAX (15.47).
| DVOIX | OICAX | DVOIX / OICAX | |
| Total Expense Ratio | 1.20 | 0.94 | 128% |
| Annual Report Gross Expense Ratio | 1.20 | 0.94 | 128% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -1.556 | 1.320 | -118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 3.94B | 5% |
| Annual Yield % from dividends | 2.31 | 3.36 | 69% |
| Returns for 1 year | 0.92 | 5.66 | 16% |
| Returns for 3 years | 10.57 | 7.88 | 134% |
| Returns for 5 years | 21.36 | 15.47 | 138% |
| Returns for 10 years | N/A | 19.24 | - |
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