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OEICX vs VTSMX
OEICX vs VTSMX Comparison
Open Charts OEICX vs VTSMX
JPMorgan Equity Index C
Price$84.57
Change-$0.17 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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OEICX vs VTSMX Comparison Chart
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OEICX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T 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 (32 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 (32.25) and VTSMX (31.53) have marching annual gain over last year. OEICX return over 5 years is better than : 92.00 vs. VTSMX (85.64).
| OEICX | VTSMX | OEICX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 19.885 | 18.617 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.72T | 1% |
| Annual Yield % from dividends | 0.46 | 1.26 | 37% |
| Returns for 1 year | 32.25 | 31.53 | 102% |
| Returns for 3 years | 30.40 | 25.35 | 120% |
| Returns for 5 years | 92.00 | 85.64 | 107% |
| Returns for 10 years | 112.45 | 187.59 | 60% |
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