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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
OEICX vs VTSMX Comparison Chart
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OEICX vs. VTSMX commentary
Apr 18, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. OEICX (9.9B). VTSMX pays higher dividends than OEICX: VTSMX (1.25) vs OEICX (0.28). OEICX was incepted earlier than VTSMX: OEICX (27 years) vs VTSMX (33 years). OEICX (1.13) is less costly to investors than VTSMX (0.14). OEICX is a more actively managed with annual turnover of: 5.00 vs. VTSMX (2.00). OEICX has a lower initial minimum investment than VTSMX: OEICX (1000) vs VTSMX (3000). OEICX annual gain was more profitable for investors over the last year : 5.37 vs. VTSMX (4.35). OEICX (84.44) and VTSMX (80.93) have equivalent 5 years return.
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | 1.13 | 0.14 | 807% |
| Annual Report Gross Expense Ratio | 1.13 | 0.14 | 807% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | -10.232 | -10.853 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.9B | 1.7T | 1% |
| Annual Yield % from dividends | 0.28 | 1.25 | 22% |
| Returns for 1 year | 5.37 | 4.35 | 124% |
| Returns for 3 years | 21.21 | 17.53 | 121% |
| Returns for 5 years | 84.44 | 80.93 | 104% |
| Returns for 10 years | 99.04 | 145.67 | 68% |
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