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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$89.10
Change-$1.55 (-1.71%)
VolumeN/A
Net Assets10.98B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
OEICX vs VTSMX Comparison Chart
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OEICX vs. VTSMX commentary
Feb 23, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. OEICX (11B). 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). VTSMX annual gain was more profitable for investors over the last year : 19.83 vs. OEICX (18.56). OEICX (81.33) and VTSMX (78.15) have equivalent 5 years return.
| 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 | 2.261 | 4.057 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.84T | 1% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 18.56 | 19.83 | 94% |
| Returns for 3 years | 40.89 | 39.38 | 104% |
| Returns for 5 years | 81.33 | 78.15 | 104% |
| Returns for 10 years | 124.95 | 185.46 | 67% |
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