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OEICX vs VTSAX
OEICX vs VTSAX Comparison
Open Charts OEICX vs VTSAX
JPMorgan Equity Index C
Price$89.93
Change+$0.47 (+0.53%)
VolumeN/A
Net Assets11.05B
Vanguard Total Stock Mkt Idx Adm
Price$146.13
Change+$0.88 (+0.61%)
VolumeN/A
Net Assets1.78T
OEICX vs VTSAX Comparison Chart
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OEICX vs. VTSAX commentary
Jan 31, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. OEICX (11.1B). 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 (25.70) and VTSAX (24.49) have marching annual gain over last year. OEICX return over 5 years is better than : 89.54 vs. VTSAX (83.08).
| 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 | 3.214 | 2.992 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.78T | 1% |
| Annual Yield % from dividends | 0.46 | 1.35 | 34% |
| Returns for 1 year | 25.70 | 24.49 | 105% |
| Returns for 3 years | 35.65 | 31.85 | 112% |
| Returns for 5 years | 89.54 | 83.08 | 108% |
| Returns for 10 years | 138.00 | 197.28 | 70% |
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