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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$87.01
Change-$1.16 (-1.32%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
OEICX vs VTSMX Comparison Chart
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OEICX vs. VTSMX commentary
Nov 18, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. OEICX (11.2B). VTSMX pays higher dividends than OEICX: VTSMX (1.26) vs OEICX (0.46). OEICX was incepted earlier than VTSMX: OEICX (27 years) vs VTSMX (33 years). OEICX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). OEICX has a lower initial minimum investment than VTSMX: OEICX (1000) vs VTSMX (3000). OEICX (30.67) and VTSMX (30.52) have marching annual gain over last year. OEICX return over 5 years is better than : 89.32 vs. VTSMX (83.72).
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 23.440 | 22.392 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.73T | 1% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 30.67 | 30.52 | 101% |
| Returns for 3 years | 24.32 | 19.91 | 122% |
| Returns for 5 years | 89.32 | 83.72 | 107% |
| Returns for 10 years | 111.11 | 186.07 | 60% |