Interact to see
Advertisement
Advertisement
OEICX vs VTSAX
OEICX vs VTSAX Comparison
Open Charts OEICX vs VTSAX
JPMorgan Equity Index C
Price$93.09
Change+$0.78 (+0.84%)
VolumeN/A
Net Assets11.55B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
OEICX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OEICX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. OEICX (11.6B). VTSAX pays higher dividends than OEICX: VTSAX (1.21) vs OEICX (0.25). OEICX was incepted earlier than VTSAX: OEICX (28 years) vs VTSAX (25 years). OEICX (1.13) is less costly to investors than VTSAX (0.04). OEICX is a more actively managed with annual turnover of: 5.00 vs. VTSAX (2.00). OEICX has a lower initial minimum investment than VTSAX: OEICX (1000) vs VTSAX (3000). VTSAX (13.89) and OEICX (13.77) have marching annual gain over last year. OEICX return over 5 years is better than : 101.37 vs. VTSAX (95.62).
| OEICX | VTSAX | OEICX / VTSAX | |
| Total Expense Ratio | 1.13 | 0.04 | 2,825% |
| Annual Report Gross Expense Ratio | 1.13 | 0.04 | 2,825% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 6.930 | 6.416 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 1.82T | 1% |
| Annual Yield % from dividends | 0.25 | 1.21 | 20% |
| Returns for 1 year | 13.77 | 13.89 | 99% |
| Returns for 3 years | 65.79 | 62.12 | 106% |
| Returns for 5 years | 101.37 | 95.62 | 106% |
| Returns for 10 years | 140.73 | 198.69 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JIVE | 69.81 | 0.25 | +0.37% |
| JPMorgan International Value ETF | |||
| HELO | 62.95 | 0.14 | +0.22% |
| JPMorgan Hedged Equity Ldrd Ovrly ETF | |||
| PZT | 21.60 | 0.04 | +0.19% |
| Invesco New York AMT-Free Muni Bd ETF | |||
| CSF | 51.03 | N/A | N/A |
| VictoryShares US Discovery Enhanced Volatility Wtd ETF | |||
| KNOV | 25.82 | N/A | N/A |
| Innovator U.S. Small Cp Pwr Buf ETF -Nov | |||