OEICX
Price
$78.30
Change
+$0.10 (+0.13%)
Updated
Apr 17 closing price
Net Assets
9.9B
VSMPX
Price
$236.35
Change
+$0.56 (+0.24%)
Updated
Apr 17 closing price
Net Assets
1.7T
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OEICX vs VSMPX

Header iconOEICX vs VSMPX Comparison
Open Charts OEICX vs VSMPXBanner chart's image
JPMorgan Equity Index C
Price$78.30
Change+$0.10 (+0.13%)
VolumeN/A
Net Assets9.9B
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
OEICX vs VSMPX Comparison Chart
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VS
OEICX vs. VSMPX commentary
Apr 18, 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 OEICX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. OEICX (9.9B). VSMPX pays higher dividends than OEICX: VSMPX (1.37) vs OEICX (0.28). OEICX was incepted earlier than VSMPX: OEICX (27 years) vs VSMPX (10 years). OEICX (1.13) is less costly to investors than VSMPX (0.02). OEICX is a more actively managed with annual turnover of: 5.00 vs. VSMPX (2.00). OEICX has a lower initial minimum investment than VSMPX: OEICX (1000) vs VSMPX (100000000). OEICX annual gain was more profitable for investors over the last year : 5.37 vs. VSMPX (4.36). OEICX (84.44) and VSMPX (81.01) have equivalent 5 years return.
OEICXVSMPXOEICX / VSMPX
Total Expense Ratio1.130.025,650%
Annual Report Gross Expense Ratio1.130.025,650%
Fund Existence27 years10 years-
Gain YTD-10.232-10.85394%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets9.9B1.7T1%
Annual Yield % from dividends0.281.3721%
Returns for 1 year5.374.36123%
Returns for 3 years21.2117.57121%
Returns for 5 years84.4481.01104%
Returns for 10 years99.04N/A-
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