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OEICX vs VTSAX
OEICX vs VTSAX Comparison
Open Charts OEICX vs VTSAX
JPMorgan Equity Index C
Price$83.89
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets10.74B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
OEICX vs VTSAX Comparison Chart
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OEICX vs. VTSAX commentary
May 12, 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: 1.72T vs. OEICX (10.7B). VTSAX pays higher dividends than OEICX: VTSAX (1.36) vs OEICX (0.28). 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). OEICX annual gain was more profitable for investors over the last year : 8.88 vs. VTSAX (7.95). OEICX return over 5 years is better than : 94.05 vs. VTSAX (89.19).
| 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 | -3.700 | -4.018 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 1.72T | 1% |
| Annual Yield % from dividends | 0.28 | 1.36 | 21% |
| Returns for 1 year | 8.88 | 7.95 | 112% |
| Returns for 3 years | 42.71 | 40.09 | 107% |
| Returns for 5 years | 94.05 | 89.19 | 105% |
| Returns for 10 years | 113.52 | 165.84 | 68% |
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