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OEICX vs VTSAX
OEICX vs VTSAX Comparison
Open Charts OEICX vs VTSAX
JPMorgan Equity Index C
Price$84.57
Change-$0.17 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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OEICX vs VTSAX Comparison Chart
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OEICX vs. VTSAX commentary
Sep 21, 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. OEICX (11.2B). VTSAX pays higher dividends than OEICX: VTSAX (1.35) vs OEICX (0.46). OEICX was incepted earlier than VTSAX: OEICX (27 years) vs VTSAX (24 years). OEICX is a more actively managed with annual turnover of: 15.00 vs. VTSAX (2.00). OEICX has a lower initial minimum investment than VTSAX: OEICX (1000) vs VTSAX (3000). OEICX (32.25) and VTSAX (31.56) have marching annual gain over last year. OEICX return over 5 years is better than : 92.00 vs. VTSAX (85.68).
| OEICX | VTSAX | OEICX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 19.885 | 18.645 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.72T | 1% |
| Annual Yield % from dividends | 0.46 | 1.35 | 34% |
| Returns for 1 year | 32.25 | 31.56 | 102% |
| Returns for 3 years | 30.40 | 25.35 | 120% |
| Returns for 5 years | 92.00 | 85.68 | 107% |
| Returns for 10 years | 112.45 | 188.32 | 60% |
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