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OEICX vs VSMPX
OEICX vs VSMPX Comparison
Open Charts OEICX vs VSMPX
JPMorgan Equity Index C
Price$87.01
Change-$1.16 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
OEICX vs VSMPX Comparison Chart
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OEICX vs. VSMPX commentary
Nov 18, 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 OEICX is a StrongSell and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. OEICX (11.2B). VSMPX pays higher dividends than OEICX: VSMPX (1.36) vs OEICX (0.46). OEICX was incepted earlier than VSMPX: OEICX (27 years) vs VSMPX (10 years). OEICX is a more actively managed with annual turnover of: 15.00 vs. VSMPX (2.00). OEICX has a lower initial minimum investment than VSMPX: OEICX (1000) vs VSMPX (100000000). OEICX (30.67) and VSMPX (30.55) have marching annual gain over last year. OEICX return over 5 years is better than : 89.32 vs. VSMPX (83.80).
| OEICX | VSMPX | OEICX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 23.440 | 22.437 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.73T | 1% |
| Annual Yield % from dividends | 0.46 | 1.36 | 34% |
| Returns for 1 year | 30.67 | 30.55 | 100% |
| Returns for 3 years | 24.32 | 19.95 | 122% |
| Returns for 5 years | 89.32 | 83.80 | 107% |
| Returns for 10 years | 111.11 | N/A | - |
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